Tag Archives: Trust and Wealth Management

Mark Ahlers

Apr 11 2018

Wealth Management Spotlight: How to Fill the Income Gap


wealth-management-spotlight-income-gap

Today the average Social Security benefit is approximately $1,250 per month, or $15,000 per year. The amount of living expenses not covered by Social Security or other guaranteed sources of income such as a pension or rental income is often …
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Aaron Schaefer

Apr 04 2018

The Economy and Market from Here… at Hills April 2018


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

Volatility returned to markets in the first quarter of 2018. After marking a new record high on January 26, the S&P 500 corrected dramatically in the first part of February, likely due to a better than expected increase in wages …
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Mark Koch

Mar 26 2018

Wealth Management Spotlight: Inflation


wealth-management-spotlight-inflation

Investing in stocks can be a risky endeavor – especially if you’re worried about volatility. The real risk, however, in a retirement portfolio is the silent killer called inflation. Learn more about inflation and retirement planning: https://youtu.be/sDnGs3_5ihI

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Jeff Ritchie

Mar 12 2018

Wealth Management Spotlight: 5 Ways Assets Can Be Titled


wealth-management-spotlight-5-ways-assets-can-be-titled

Often times, how an asset is titled will determine who will receive that particular asset at death. It is important for you to review with your attorney how your accounts or assets should be titled. Learn more about titling your assets: https://youtu.be/m2TdaYq8yBQ

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Vincent Gaffney

Feb 26 2018

Wealth Management Spotlight: Selecting an Executor or Trustee


wealth-management-spotlight-selecting-an-executor-or-trustee

When creating an estate plan many believe that the most important decision that they will make is who to choose as their beneficiary. But there is one decision that may be just as important and that’s who will serve as …
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Laura Hill

How to Navigate the New Tax Code Using Non-Endowed Donor Advised Gift Funds


The Tax Cuts and Jobs Act (the “Act”) has left many taxpayers rethinking their tax planning strategies. The increased standard deduction and reduced availability of itemized deductions may prevent taxpayers who have itemized in the past from doing so in …
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Erin Grabe

Feb 12 2018

Wealth Management Spotlight: Starting Your Estate Plan


wealth-management-spotlight-start-your-estate-plan

Creating an estate plan – definitely not everyone’s favorite thing to do. It’s uncomfortable to talk about your own death and to make plans for it, but once a plan is in place, it should be a comfort to know …
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Aaron Schaefer

Feb 07 2018

A Message Regarding Recent Market Declines


Economy and Market Here at Hills

Recent market declines have reminded investors that stocks come with risk. After an unusual period of calm, the stock market experienced a decline of 8% over the last several trading days. The sell-off was triggered by concerns about rising interest …
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Brad Zuber

Jan 24 2018

Wealth Management Spotlight: Investing 101


wealth-management-spotlight-investing-101

The basics of building an adequate retirement account are not that difficult. If you are disciplined in following just a few key themes, you too can accumulate an adequate retirement account balance.  Learn more about the 5 themes of …
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Mark Ahlers

Jan 16 2018

Wealth Management Spotlight: Stock Market Weather


wealth-management-spotlight-stock-market-weather

Stock market returns are like the weather in Iowa – some years we have above average experiences, some years we have below average experiences. The statement the stock market has averaged 10-12%  over the past 70 years is as honest …
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