Last week marked one year since COVID-19 was declared a pandemic. On March 11, 2020, the head of the WHO stepped to a podium and stated what was by then clear to most of the world: COVID-19 was raging out of control. By then it was becomi [...]

The snow is melting, and the sun is out. It may not technically be spring, but here in Iowa, we have a bit more pep in our step after what was as long and cold winter. The market may not have gotten the hint this week, but the world just [...]

The markets had a tough week last week. And while it was not nearly as dramatic as the selloffs we have seen in the last year, it was notable for one reason: it was driven by a new fear of inflation (and its cousin: rising interest rates) [...]

One year. This memo is the one-year anniversary of the first “Weekly Insight” which was at the time titled “COVID-19 Sell-off” and was sent after it became clear cases of COVID-19 were spreading actively outside of China. At the time we w [...]

We said it last week and we will reiterate it this week: we like boring! And last week delivered that again for the market. Good earnings reports, solid economic data, decent growth in the market and portfolios. We cannot let the lack of [...]

We talked last week about all the drama we have seen in the markets (and around the country) for the first four weeks of the year. Capitol riots, impeachment, inauguration, and Reddit’s attack on Wall Street. So, what was the drama last w [...]

Before we jump into this week’s memo (and it’s a fun one!), we just wanted to take a moment to share some exciting news. Our colleagues at InsightCPA were selected last Friday as the “Best of Des Moines” for tax preparation by CityView, a [...]