Tag Archives: Trust and Wealth Management

Aaron Schaefer

Aug 25 2015

Stay the Course and Focus on Long Term Investment Goals


Economy and Market Here at Hills

Recent stock market declines have taken the S&P 500 into correction territory (10% below peak levels) for the first time since 2011. Geopolitical conflicts, the ongoing Euro area crisis, central bank policies, and the age of this business cycle are …
Continue reading

Posted in News and Events | Tagged , | Leave a comment
Aaron Schaefer

Jul 02 2015

June’s Economy and Market from Here…at Hills


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

Waiting on the Fed… Stock and bond markets were focused on the Federal Reserve Open Market Committee (FOMC) for most of the second quarter. Investors continue to wonder when the first interest rate hike will occur. Consensus estimates believe it will …
Continue reading

Posted in News and Events | Tagged , , | Leave a comment
Aaron Schaefer

Jun 30 2015

Greece: Containment More Likely Than Contagion


Overview The Greek government threw a wrench into official negotiations by calling a referendum on bailout conditions. As a result, the likelihood of Greece having to leave the Eurozone has increased, boosting market volatility. Whatever the outcome, it is likely …
Continue reading

Posted in News and Events | Tagged , , | Leave a comment
Mark Ahlers

Jun 08 2015

Shifting from Asset Accumulation to Retirement Distribution


Shifting from Asset Accumulation to Retirement Distribution

As retirement nears, people need to transition away from a philosophy of asset accumulation to a strategy for utilization of assets to provide a stream of income that matches up to living expenses. And, where markets allow, there must be …
Continue reading

Posted in Retirement | Tagged , , | Leave a comment
Erin Grabe

May 06 2015

Account Titling – The Good, The Bad, and The Misunderstood (Part 4 of 4)


Getting Started with Estate Planning

This is the final in a 4-part series on Estate Planning. An often overlooked (but extremely critical) aspect of Estate planning include account titling and beneficiary designations. These control who receives the account, regardless of what the Will or Trust states!

Posted in Estate Planning | Tagged , , | Leave a comment
Erin Grabe

Apr 29 2015

The Three Taxes (Part 3 of 4)


Getting Started with Estate Planning

This is the 3rd in a 4-part series on Estate Planning. A large portion of Estate planning involves taking steps to minimize the impact of taxes on the Estate. For Iowa residents, there are three main taxes that can come into …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in News and Events | Tagged , , | Leave a comment
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?

Posted in Retirement | Tagged , , , | Leave a comment