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…

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…

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,…

Why CEFEX Certification Matters to Your Portfolio
When it comes to managing financial futures—whether you’re an individual investor, a retirement plan trustee,…

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.…

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…

Strong Energy Infrastructure Brings Economic Development Opportunities
Recently, Alliant Energy, in collaboration with the City of Cedar Rapids, officially confirmed QTS will…

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

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…

Exit Planning Strategies: Exploring ESOPs
Business ownership exit planning strategies continues to be an active conversation between our Cedar Rapids…

Maximizing Your Impact: Strategies for Tax-Efficient Charitable Giving
The giving season is underway, and as the end of the year approaches, many readers…

How employees benefit from a network of dental options
By Cory Bauer Choosing a dental carrier for your employee benefits plan may not be…
