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NorthPark TowerNorthPark Tower
100 E. Kimberly Road
Davenport, IA 52806

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West DavenportWest Davenport
1454 W. Locust Street
Davenport, IA 52804

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Bettendorf TowerBettendorf Tower
2550 Middle Road
Bettendorf, IA 52722

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Learning Center >>  Who We Are     |     What We Do     |     How We Are Different

 

Northwest Bank & Trust Company

Investment Management Group

 

Learning Center 

 

  • Library PhotoUpcoming Programs

    Financial Market & Tax Outlook 2014

 

Investing for Life Newsletter

  • Investing for Life - Spring 2013
  • Investing for Life - Winter 2013
  • Investing for Life - Fall 2012
  • Investing for Life - June 2012
  • Investing for Life - March 2012



     

Quarterly Perspective

  • Fourth Quarter in Review - 2012
  • Third Quarter in Review - 2012
  • Second Quarter in Review - 2012
  • First Quarter in Review – 2012

Topics of Interest

  • Are My Investments Too Conservative?
  • CDs - Should I Stay or Should I Go?
  • Estate Tax Law Changes
  • Financial Pitfalls of the Sandwich Generation
  • More Than Just a Trust Company
  • Moving Your 401(k) from Your Old Employer
  • Naming Your Executor
  • Questions You Should Ask about Your Financial Future
  • Retirement... Are You Ready?
  • Women & Investing
  • Is Your Financial Planner a Fiduciary?

Attorney / CPA Corner - Estate Planning Updates

  • Prospects for Fundamental Tax Reform - March 2013
  • An Estate Tax Code without Expiration Dates - January 2013
  • "Fiscal Cliff" Notes - November 2012
  • Jockeying for Position - September 2012
  • Concern Mounts Over Prospect of Sharply Higher Estate Taxes - July 2012
  • Could the Estate Tax be Repealed - May 2012
  • Extension Announced for Portability Elections - March 2012
  • New Guidance - January 2012
  • New Transfer Tax Numbers - November 2011
  • Disappearing Millionaires - September 2011
  • Federal Estate Tax Compromise - July 2011
  • Obama: Increase Estate Taxes by $19 Billion – May 2011
  • Tax Professor: Nontax Reasons for Estate Planning are Crucial – March 2011
  • Estate Planning Aspects of “The 2010 Tax Relief Act” – February 2011
  • Is There Middle Ground – November 2010
  • No Progress on Estate Tax Reform – September 2010
  • The “Responsible Estate Tax Act” – July 2010
  • CRS Analyzes the Estate Tax – May 2010
  • The President’s Estate Tax Agenda – April 2010
  • The Unexpected Day – February 2010
  • An Estate Tax Patch? – October 2009
  • President’s Budget: Effect on Taxation – September 2009

Past Programs - 2013

  • Financial Market and Tax Outlook 2013
     

, 1035 West  


Investment Products
• Are not insured by the FDIC or any other federal government agency
• Are not deposits of or guaranteed by the bank or any bank affiliate
• May lose value

© 2013 Northwest Bank & Trust
P.O. Box 8001 | Davenport, Iowa 52808-8001
(563) 388-2511