Investment Management Group Education Center

Financial tools & updates from the Investment Management Group

Quick Minute Videos

The Investment Management Group wants you to have up-to-date information when you need it. The IMG Quick Minute series features Cody Allen and others from the IMG team, who share brief, helpful tips and reminders regarding your investment accounts, retirement planning, tax updates, and more. Check out these bite-sized videos!

IMG Blog Articles

The IMG blog features quarterly articles that the team shares in our Investing for Life Newsletter. These articles cover a range of investment and trust topics, give updates about our company, and highlight local nonprofit partners to keep you in the know on what’s happening in the market and in our community.

IMG Help Videos

We are dedicated to providing our clients with excellent customer service in every way possible. Our team realizes that reading reports and accessing online accounts isn’t always second nature, which is why we are working to provide helpful video tutorials about any questions you may have when it comes to your account.

Quick Minute Videos

IMG Blog Articles

Keith Bonjour Portfolio Manager

Market Viewpoints – Spring 2022

Both stocks and bonds struggled in the first quarter this year due to a more aggressive Fed posture, inflation risks continuing to increase, and the Russian invasion of Ukraine. Read about what other factors are influencing the market in Market Viewpoints.

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Investing for Life Spring 2022

Reaching Your Retirement Goals Despite Volatility

During times of market stress when stock prices fluctuate up and down significantly, it’s normal to worry about your retirement investments. The good news is that you have likely planned for uncertainty and invested in a diversified mix of stocks and bonds which will help your retirement portfolio weather market volatility.

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Investing for Life Spring 2022

It’s Time in the Market – Not Timing the Market

Market volatility is inevitable, but panicking can be a costly mistake. Selling when stock prices have declined and then buying back in after the markets rebound and stock prices have moved higher simply doesn’t make sense—especially for long-term investors. But unfortunately, this is exactly what happens when investors let emotions influence their decisions.

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Ridgecrest Village

In the Community – Ridgecrest Village

Ridgecrest Village has been a proud provider of senior services for the Quad Cites for over 50 years! As the leader in retirement communities, Ridgecrest Village has flourished over the years. We look forward to continuing to support our residents and staff to live purposefully and passionately.

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Keith Bonjour Portfolio Manager

Market Viewpoints – Winter 2022

The stock market finished 2021 on a high note, with a strong rally into year-end capping another positive year for stocks overall. U.S. stocks continued their outperformance versus both Developed International stocks and Emerging Market stocks. However, the bond market struggled last year.

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Investing for Life Winter 2022

Significant Events Affecting Beneficiary Designations

Many people own assets that will not be controlled by their Will or Trust. Instead, on the owner’s death, those assets are distributed to designated beneficiaries identified by the owner. Such assets include life insurance, retirement accounts, annuities, stock option plans, and health savings accounts.

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River Music Experience

In the Community – River Music Experience

Since its founding in 2004 as part of downtown Davenport’s revitalization, the River Music Experience has served as a leader in the Quad Cities’ musical landscape. As it progressed through its early years, it found its place serving community needs by providing inclusive educational programming and high-quality, accessible concerts by local and regional talent.

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Investing for Life Fall 2021

Market Viewpoints – Fall 2021

After a strong start to the quarter, stocks pulled back from their recent highs in September. The US economy remains on solid footing, however there are several topics that are concerning markets, including the US debt ceiling, the infrastructure bill discussions, inflation, and crackdowns from China.

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Quad Cities Community Foundation

In the Community – Fall 2021

The Quad Cities Community Foundation is the place where you and your trusted advisor go to fulfill your charitable giving in the most effective way possible. With a 57-year history in the Quad Cities region and a staff of gift planning, investment, and grantmaking professionals, the Community Foundation’s deep knowledge of community needs and opportunities allows it to connect you with the organizations and causes you care about.

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Investing for Life Fall 2021

Preplanning Your Funeral

Do you know the importance of preplanning your funeral? It is not an unwise or ill-conceived act. It is a gift to your family, who likely will thank you for it, either now or later.

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Investing for Life Summer 2021

Market Viewpoints – Summer 2021

U.S. stocks continued to show strong gains this year with the S&P touching new highs at the end of June on strong company earnings and increased consumer spending. Bond yields have also come down in the second quarter after the large increase to start the year. This helped bonds reduce the losses they suffered during the first quarter on rising yields and inflation fears. Inflation fears have been dominating headlines and worrying investors due to the large increases in demand in multiple parts of the economy leading to higher than expected inflation readings.

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Putnam Museum

In the Community – Summer 2021

A museum of history, culture, and science, the Putnam has served the Quad Cities region since 1867 and is the Quad Cities’ only Smithsonian Affiliate. The Putnam brings to life a sense of place, time and purpose to ignite human potential and inspire our diverse community to learn about and care for our world and all its people.

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Investing for Life Summer 2021

Social Security Benefits Payee Representative

With a power of attorney for finances, you name who you want to manage your financial affairs if you are unable to do so. Interestingly, the social security administration (“SSA”) does not accept powers of attorney. It has its own process for identifying who will receive and manage the social security benefits of the legally incompetent.

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IMG Help Videos