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
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.
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.
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.
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.
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.
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.
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.
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.
Both the stock and bond markets have traded in a more volatile and choppy fashion in the 1st quarter of 2021, with longer term bonds pulling back more than short term bonds on renewed worries over inflation after the additional stimulus measure enacted by Congress.
The Family Museum and its non-profit foundation depend on community support to serve the children and families in our community. The Family Museum offers interactive and educational experiences for young children in the areas of art, science, movement, and play. With 44,000 square feet of programming space, the Museum provides hands-on exhibits, drop-in classes, preschool classes, school and community outreach, dance classes, and a variety of programs geared towards children eight and under.
When people think about estate planning, they often think of it in terms of having a Will or a Trust, directing disposition of property on their death. There are, however, important estate planning tools that are critical during your lifetime. These tools are powers of attorney.