Tag Archives: Trust and Wealth Management

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
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 …
Continue reading

Posted in Retirement | Tagged , , , | Leave a comment
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 …
Continue reading

Posted in Retirement | Tagged , , , | Leave a comment
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. …
Continue reading

Posted in Retirement | Tagged , , | Leave a comment
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 …
Continue reading

Posted in News and Events | Tagged , , | Leave a comment
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 …
Continue reading

Posted in News and Events | Tagged , | Leave a comment
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, …
Continue reading

Posted in News and Events | Tagged , | Leave a comment
Jeff Ritchie

Jul 28 2014

How a Donor Advised Gift Fund Works


Donor Advised Gift Fund

A Convenient Approach to Non-Endowed Gifting Hills Bank Trust and Wealth Management offers a solution that can simplify your charitable giving process. The Hills Bank Donor Advised Gift Fund was established in 1997 for donors who desire to make important gifts …
Continue reading

Posted in Money Management | Tagged , | Leave a comment
Aaron Schaefer

Jul 07 2014

July’s Economy and Marketing from Here…at Hills


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

Where is the elusive correction? Historically, a correction of 10% or more occurs every twelve months. The S&P 500 has not suffered a 10% correction since October 2011. Corrections of 10% or more are common. The important thing to remember …
Continue reading

Posted in News and Events | Tagged , | Leave a comment
Chuck Hippee

Jun 18 2014

How Life Choices Affect Your Financial Future


How Life Choices Affect Your Financial Future.

Every day you make choices that impact your retirement opportunities. Taking steps to identify unnecessary spending and saving as little as $5 per day could lead to big savings over time. Here’s the breakdown to put it into perspective:

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