Tag Archives: Trust and Wealth Management

Aaron Schaefer

Jul 05 2019

The Economy and Market From Here…at Hills July 2019


Economy and Market from Here at Hills.

There hasn’t been a shortage of excitement this quarter, and the markets took note with global equities showing heightened volatility over the past six weeks. After dropping nearly 7% in May, domestic markets bounced back in June resulting in a …
Continue reading

Posted in News and Events | Tagged , , , ,
Vincent Gaffney

Jun 24 2019

Wealth Management Spotlight: Your Estate Plan and Digital Assets


wealth-management-spotlight-digital-assets

What happens to your Facebook, iCloud, PayPal™, Instagram, or Gmail accounts after your death? These are known as digital assets, and the answer can be worth considering in your estate plan.

Posted in Estate Planning | Tagged ,
Erin Grabe

Jun 17 2019

Wealth Management Spotlight: Wills vs. Trusts


wealth-management-spotlight-wills-vs-trusts

Wills and Trusts are both estate planning documents, but the way they transfer assets are different. We’re here to tell you about the differences between Wills and Trusts. Learn more about the differences between a Trust and Wills: https://vimeo.com/318620417

Posted in Retirement | Tagged
Erin Grabe

Dec 05 2018

Should You Save Money or Pay Off Debt?


Respect your elders. Don’t talk with your mouth full. Say please and thank you. All great things our parents taught us. But what about how to balance managing debt – specifically student loan debt–with saving money–for retirement, our own children’s …
Continue reading

Posted in Financial Planning | Tagged , , , ,
Aaron Schaefer

Nov 20 2018

The Economy and Market From Here…at Hills November 2018


Economy and Market Here at Hills

It’s hard not to notice the decline in the stock market.  As much as we would all rather think about turkey and dressing, we don’t want the week to run out without at least some comment on the market.

Posted in News and Events | Tagged , ,
Aaron Schaefer

Oct 03 2018

The Economy and Market from Here… at Hills October 2018


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

The third quarter of 2018 was strong as far as domestic stock markets were concerned. The S&P 500 reached a record high near the end of September and finished the quarter up 7.71% and 10.56% so far this year. Strong …
Continue reading

Posted in News and Events | Tagged ,
Shelly Freemole

Sep 26 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 2 of 2


wealth-management-spotlight-roth-part-2

Deciding whether to contribute to your 401(k) plan on a Roth or Pre-Tax basis can seem like a tough decision, but it doesn’t have to be. Here are 4 things to consider when deciding how to contribute to your 401(k) …
Continue reading

Posted in Retirement | Tagged , ,
Shelly Freemole

Sep 19 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 1 of 2


wealth-management-spotlight-roth-part-1

You’ve probably heard the term “Roth” associated with your 401(k) Plan. Most plans now offer two types of participant contributions. There are deferral contributions made on a pre-tax basis referred to as pre-tax contributions. Then there are deferrals made on …
Continue reading

Posted in Retirement | Tagged , ,
Laura Hill

Jul 30 2018

Wealth Management Spotlight: Probate Process


wealth-management-spotlight-probate-process

The probate process in Iowa may seem difficult and confusing to understand. However, at some point in your life you will most likely be involved in an estate whether it be as Beneficiary or Executor. Learn more about the Probate …
Continue reading

Posted in Retirement | Tagged
Aaron Schaefer

Jul 06 2018

The Economy and Market from Here… at Hills July 2018


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

The second quarter of 2018 has been eventful. Stock and bond markets digested a large amount of economic, corporate, and geopolitical news and emerged thus far on the positive side of the ledger. Stock markets flirted with 2018 lows in …
Continue reading

Posted in News and Events | Tagged ,