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As we once again enter the season of tax filing, some people may be thinking of making an IRA contribution to reduce their 2015 tax liability. Great idea! But beware of the 2015 IRA contribution limits ($5,500, or $6,500 if age 50 or older) as well as the 2015 IRA deduction limits. …

Sherpa Investment View - Quarter Review Now Available…

The Powerball of over $1.6 Billion finally was won on three separate tickets in different states. Education977277_1280x720 is needed for these winners as most financial fantasies do not include the complexities that will come from this much sudden wealth.The Powerball of over $1.6 Billion finally was won on three separate tickets in different states. Education is needed for these winners as most financial fantasies do not include the complexities that will come from this much sudden wealth.…

While reading about legendary musician David Bowie, who died from cancer at age 69 last week, I was David Bowiesurprised to learn that in addition to music he also had a huge influence on Wall Street.…

Types of Buyers & Buyer Characteristics - John Mickelson will discuss the potential types of buyers for your business and what most buyers will look for when contemplating an acquisition.…

The Go-Giver: A Little Story About a Powerful Business Idea From the desk of Wayne Johnson CFP®, AEP®, CAP®, HDP®, MBA The Go-Giver If your family is like mine, one of the more popular gift ideas at Christmas time is to give a thoughtfully selected book. A book that I will be giving this year is The Go-Giver: A Little Story About a Powerful Business Idea by Bob Burg and John David Mann. While the story of the Go-Giver does apply to business, it also applies to how we live our lives outside of our jobs and offices.…

Embrace Aging is a series of educational conversations on aging to the end-of-life featuring expert speakers and public discussion moderated by representatives from AARP Iowa. This program is brought to you by Calvin Community Foundation, a non-profit continuous care retirement community, and The Comparison Project at Drake University with special thanks to our sponsors.…

We are so thrilled to be participating again this year in the 2015 STAR 102.5 Combat Hunger campaign. Together, our associates donated 50 pounds of food and personal care products, and $370 cash to this year's campaign!…

James and I successfully made it to Boston to attend Charles Schwab's Annual "Impact" Investment Conference. Luckily we arrived before the rain started and squeezed in a tour of the Freedom Trail before the conference started this morning. We are excited to be here with a great opportunity to learn from investment experts and share ideas with other advisors.…

The 2015 annual Schwab Conference has been amazing so far; it's been exciting and educational. It's only day two of three and I've gained insight on where China's headed, what the Fed is going to do with rates, and the meaning of liquid hydro carbons (a fancy word for oil!!!). Below is a summary of what I've learned so far.…