Tag: Terry Lockridge & Dunn
World Trend Financial, TLD acquired by Illinois wealth group
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser, has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar...
Is new ‘Best Interest’ standard better for investment sales?
By Dave DeWitte
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Broker-dealers in the securities industry face a new layer of regulation from the Securities and Exchange Commission this month aimed at protecting...
Tax pros lament lack of guidance as shutdown continues
By Dan Mika
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Corridor tax professionals are growing more worried by the day that the ongoing government shutdown will hamper their ability to best apply...
Tax pros lament lack of guidance as shutdown continues
By Dan Mika
[email protected]
Corridor tax professionals are growing more worried by the day that the ongoing government shutdown will hamper their ability to best apply...
Tax pros lament lack of guidance as shutdown continues
By Dan Mika
[email protected]
Corridor tax professionals are growing more worried by the day that the ongoing government shutdown will hamper their ability to best apply...
Investment portfolios built to weather the storm
Corridor advisors offer thoughts on navigating the market’s choppy waters
By Dave DeWitte
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There’s a feeling in the wind that the nation’s long economic recovery cycle...
Best Accounting, Investment Services and Business Consulting: Honkamp Krueger PC
BEST ACCOUNTING FIRM
3 TIMES ON LIST
While Dubuque-based Honkamp Krueger & Co. notched its third win as Best Accounting Firm, this year’s voting also brought...
Terry, Lockridge & Dunn plans move to Town Center
By Dave DeWitte
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CEDAR RAPIDS—Terry, Lockridge & Dunn and World Trend Financial plan to leave their 38-year home in the Dows Building this fall for...