Tag Archives: Trust and Wealth Management

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 ,
Vincent Gaffney

Jun 27 2018

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 ,
Jeff Ritchie

Jun 11 2018

Wealth Management Spotlight: 5 Important Documents Besides Your Will


wealth-management-spotlight-5-important-documents-besides-your-will

When you think of estate planning, you think of creating a Will or revocable trust which will dispose of your assets when you pass away. However, there are several other documents that you should think about when developing your estate …
Continue reading

Posted in Estate Planning | Tagged , ,
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 …
Continue reading

Posted in Retirement | Tagged , ,
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 …
Continue reading

Posted in News and Events | Tagged , ,
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

Posted in Retirement | Tagged , ,