Tag Archives: Trust and Wealth Management

Erin Grabe

Apr 22 2015

Understanding Trusts (Part 2 of 4)


Getting Started with Estate Planning

This is the 2nd in a 4-part series on Estate Planning. A Trust is a legal document that is used in Estate planning. There are many reasons to set up a Trust including providing for minor children or family members who …
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Erin Grabe

Apr 15 2015

Getting Started with Estate Planning (Part 1 of 4)


Getting Started with Estate Planning

This is the 1st in a 4-part series on Estate Planning. Creating an Estate Plan can seem like a daunting task—it is uncomfortable to make plans for your own death, and it can seem overwhelming to address every aspect and …
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Aaron Schaefer

Apr 08 2015

April’s Economy and Market from Here… at Hills


The Economy and Market from Here...at Hills.

A general easing of global monetary policy continued amid persistent declining inflation and sluggish economic progress. Eurozone finance ministers reached a temporary resolution on a Greek aid program, with the granting of a four-month extension in late February following the …
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Dale Farland

Mar 04 2015

Ensure Your Retirement Journey Has Your Best Interest First


Planning Your Retirement Journey.

This is the final in a 3-part series on planning your retirement journey. You should always feel comfortable that all investment recommendations are “in your best interest,” not simply “suitable.” Do you know the difference?

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Dale Farland

Feb 25 2015

8 Questions to Ask While Planning Your Retirement Journey


Planning Your Retirement Journey.

This is the second in a 3-part series on planning your retirement journey. You have worked hard for your retirement and you have years and years ahead of you. Now you are in the distribution stage of life. Will your money …
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Dale Farland

Feb 18 2015

Who Do You Take with You on Your Retirement Journey?


Planning Your Retirement Journey.

This is the first in a 3-part series on planning your retirement journey. Congratulations! You are either heading on the path towards retirement or are already there. So, you are now in the driver’s seat on this journey that may last …
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Mark Ahlers

Jan 26 2015

Who’s Quarterbacking Your Retirement?


Who is quarterbacking your retirement?

As Wealth Management professionals, we provide comprehensive retirement and financial planning guidance for individuals and couples. Our customers often see retirement as the “end zone.” They believe they will score a touchdown if they save and invest enough for retirement. …
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Aaron Schaefer

Jan 05 2015

January’s Economy and Market from Here… at Hills


Economy and Market Here at Hills

Stock prices in the U.S. continued their climb to record highs during the quarter, but not without volatility. In early October, the S&P 500 Index experienced its second correction of 5% or more this year, nearly reaching 10% in intraday …
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Aaron Schaefer

Oct 14 2014

Volatility in the Markets


Market Volatility Update

The lack of volatility and the run-up of the S&P 500 over the last year and a half has created a false sense of security regarding normal market behavior. Despite seeing the second 5% correction in the S&P 500 this …
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Aaron Schaefer

Oct 08 2014

October’s Economy and Market from Here…at Hills


Economy and Market Here at Hills

After an unusually long period of market calm, investors’ anxiety was piqued early in the quarter by the escalation of geopolitical tensions in Ukraine, a number of intensifying conflicts in the Middle East, the failure of a major Portuguese bank, …
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