Business Insights
A Smarter Way to Give
For many individuals and families, charitable giving is more than a financial decision — it’s a reflection of personal values and a desire to make a lasting impact. But as giving becomes more intentional, so does the need for tools…
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…
When Is the Last Time You Had Your Smile Checked?
Earlier this year, Delta Dental Plans Association released the 2024 State of America’s Oral Health…
Is grad school worth it? The return on higher education
We are in a world of change, in both our personal lives and in the…
The Power of Collaboration Among Your Professional Advisors
One of the many intangible benefits of having a good financial advisor or planner in…
Is it Time to Expand Your Employee Benefit Offerings?
In a competitive labor market like Iowa’s, companies face challenges attracting and retaining top talent.…
Why a Big Financial Advisor Isn’t Always Better
If you’re new to wealth management, you’d be excused for thinking investors have always had…
Wellness-Focused Employee Benefits are a Win-Win
Iowa employers face a harsh reality when looking at today’s job market: hiring and retaining…
Small Business Support: Harnessing the Strength of Community Banking
Today’s business climate has provided opportunities to many more business owners than ever before between…
Calculations and Communications: The importance of storytelling in the financial sector
They say it’s all about the numbers, and in 2023 they did dominate headlines. Interest…
