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Why CEFEX Certification Matters to Your Portfolio

When it comes to managing financial futures—whether you’re an individual investor, a retirement plan trustee, or an institutional steward—who you choose as your adviser matters. One of the most powerful ways to vet a potential partner is to look for…

Hand touching a graphs of financial indicator and accounting market

Owning Assets is Cool Again

Regenerative Medicine – The Future of Healthcare

Kimberly Hillyard Choreo

Financial Planning for Successful Business Owners

2024: A Year of Continued Growth? Or a Return of Worry?

As 2023 draws to a close, let’s review the stock and bond markets’ performance and…

banking money

Falling into Year-End Financial Planning

Fall signals change: cooler weather, return to school, and football games are just a few…

Support Employees Through the Caregiving Journey

Did you know that one in five Americans will need to care for another adult…

Delta Dental

4 Hallmarks of a Great Wealth Manager

For investors, finding a trustworthy wealth manager can be a major headache—especially with so many…

What Every Company Needs to Know about Fraud and Prevention

Over the past couple decades, we have seen cybercrime evolve and become more sophisticated with…

Manufacturing and Distribution Trends: What Industry Leaders Are Focused On

Owning and operating a manufacturing and distribution organization isn’t easy. It takes a lot of…

The Value of Healthy Vision Is More Than Meets the Eye

At Delta Dental of Iowa, we believe employers have a unique opportunity to invest in…

vision

Navigating Divorce Settlement: Common Financial Oversights

Going through the divorce process can be an emotional, stressful and confusing time full of…

Spring Cleaning: Dust off your Estate Plan Documents

An estate plan is a series of documents that outlines how you want your affairs…

Nutrients in Farming: What are they and why do we need them?

Iowans have heard a lot about fertilizer in recent years, as nitrogen and phosphorus are…

farming

Seeing the benefits: Why employers should offer vision insurance

Healthy vision is an important part of overall health and living an active life. Without…

vision

What you should notice about CR’s construction landscape

A drive through Cedar Rapids will give you a glimpse of Rinderknecht Associates’ widespread imprint…

rinderknecht associates

Are You Living a ‘Life Well-Lived?’

What is a “life well-lived?” It’s a term I use frequently with clients and in…

How to put employee wellness first in 2023

As a health and wellness company, Delta Dental of Iowa is committed to helping all…

The shift from investment to execution for long-term success

One year ago, I wrote in these pages that I expected companies to make significant…

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