Business Insight's stories

Beyond the Brackets: What OBBBA Really Changes

Few topics spark as much interest among our clients as taxes, and for good reason. Few areas of wealth management are as complex or as consequential as taxes. After all, you can choose not to follow the latest market trend…

Manufacturers: Need to spend in Q4?

As Q4 approaches, manufacturers are wrapping up projects, allocating remaining budgets – and sometimes finding…

CREDIT SHIVE-HATTERY

Why Dental Benefits Matter and How to Help Employees Use Them

As you begin discussions about annual benefits enrollment, now’s a good time to ask: Are…

Woman patient at dentist benefits

Is Your 401(k) Plan Helping You Attract and Retain Top Talent?

In today’s competitive job market, offering meaningful benefits is one of the most effective  ways…

Built to Withstand: Strengthening the Supply Chain Through Business Continuity Planning

In today’s interconnected economy, businesses rely heavily on efficient supply chain management to maintain operations,…

Supply Chain stock

Why CEFEX Certification Matters to Your Portfolio

When it comes to managing financial futures—whether you’re an individual investor, a retirement plan trustee,…

CEFEX logo

Preventive Care as a Catalyst for Employee Health and Well-Being

More people are putting preventive care on hold, forgoing regular checkups in areas like dental…

What happens when the ‘wolf’ is confronted?

The fairy tale of the boy who cried wolf dates back more than 2,500 years.…

Photo by Steve: https://www.pexels.com/photo/brown-wolf-682375/

Protect Employees from Stressing Over the Unexpected with Legal Benefits

As we look toward spring, it’s a natural time to consider what challenges the new…

Johnson County was ranked fifth in incoming investment, according to SmartAsset. CREDIT PEXELS Legal Benefits

Strong Energy Infrastructure Brings Economic Development Opportunities

Recently, Alliant Energy, in collaboration with the City of Cedar Rapids, officially confirmed QTS will…

Photo by Pixabay, energy tower

Owning Assets is Cool Again

Long forgotten are the dismal days of 2022. The S&P 500 has recorded new all-time…

Hand touching a graphs of financial indicator and accounting market

Regenerative Medicine – The Future of Healthcare

Advancements in medical technology have led to the development of regenerative medicine – a branch…

Financial Planning for Successful Business Owners

A successful business owner must balance the intricacies of growing a business with the nuances…

Kimberly Hillyard Choreo

Exit Planning Strategies: Exploring ESOPs

Business ownership exit planning strategies continues to be an active conversation between our Cedar Rapids…

Johnson County was ranked fifth in incoming investment, according to SmartAsset. CREDIT PEXELS Legal Benefits

Maximizing Your Impact: Strategies for Tax-Efficient Charitable Giving

The giving season is underway, and as the end of the year approaches, many readers…

giving

How employees benefit from a network of dental options

By Cory Bauer Choosing a dental carrier for your employee benefits plan may not be…

Cory Bauer Delta Dental