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 – 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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Cody Allen Investment Management Group

Customer Satisfaction Survey

Thank you to all of you that completed our recent survey. We had a wonderful response and we appreciate the time you took to give us feedback. Here are some highlights of what we learned.

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Investing for Life Spring 2021

Market Viewpoints – Spring 2021

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.

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Marie Rolling Tarbox JD Trust Officer

Welcoming Marie R. Tarbox

We are excited to welcome Marie Rolling-Tarbox, JD to the Investment Management Group. Marie joins us as Vice President & Trust Officer. We look forward to the valuable experience Marie will bring to the team!

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Family Museum Bettendorf

In the Community – Spring 2021

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.

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Investing for Life Spring 2021

Powers of Attorney

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.

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IMG Help Videos