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

Vera French Logo

In the Community – Vera French

Thank you to our friends at Northwest Bank & Trust for giving me the opportunity to share some detail about the work of the Vera French Community Mental Health Center.

“Vera French” is a family of non-profit Iowa corporations encompassing the Vera French Community Mental Health Center (the Center), the Vera French Housing Corporation (Housing), and the Vera French Foundation (the Foundation).

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Keith Bonjour Portfolio Manager

Market Viewpoints – Fall 2022

All eyes remain on the Federal Reserve this year as the Fed’s fight with inflation continues to have a large effect on financial markets. Global stock and bond markets continue to struggle this year as the Fed front-loaded rate hikes in an aggressive manner by increasing the Fed Funds rate by 0.75% in each of their last three meetings.

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Tower Trust logo

Exciting Changes for the Investment Management Group

As many of you are already aware, we recently announced that the Investment Management Group is taking steps to become an independent trust and investment company. We are very excited about this change as it brings with it new opportunity for us to continue to grow and serve more clients in the Quad Cities region.

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Melissa Uzzell

Qualified Charitable Distributions

Generally, traditional IRA distributions, whether as a required minimum distribution (RMD) or other distribution, are taxable income in the year you receive them. However, there is an exception to this rule that may be advantageous if you are charitably minded and need a tax break.

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IFL Summer 2022

Retitling Your Assets

You have created a revocable living trust. Great! Now what do you do with it? Setting up your trust by creating a trust document is only the first step in establishing a trust based estate plan. Take a look at what the next steps are and how to retitle your assets.

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Quad Cities Community Foundation

How Do I Teach my Children to be Generous People?

We learn the skill of generosity from people who model it for us throughout our lives. Whether from our parents, a relative, a kind neighbor, a scholarship, or help offered during a time of need, we’ve all been recipients of acts of kindness and generosity. Here are a few ways to help teach children about generosity.

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Melissa Uzzell

Introducing Melissa Uzzell, JD

Melissa Uzzell is the newest member of the Investment Management Group team. She is an attorney with over 14 years of experience in estate planning and administration. She joins us as Director of Fiduciary Services.

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Keith Bonjour Portfolio Manager

Market Viewpoints – Summer 2022

Both the stock and bond markets continued their struggles in the second quarter this year following a rough first quarter. The S&P 500 closed down 20.6% in the first half of the year with the worst start since 1970. Read to find out our perspectives on the current markets and outlook on the U.S. economy.

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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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IMG Help Videos