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In The News

Types of Risk - by Gary Schaudt, Registered Principal (August 2018)

What is risk? In the investment world, risk generally is associated with uncertainty. It refers to the possibility that you will lose some or all of your investment or that an investment will yield less than its anticipated return. Simply stated, risk is the degree of....read more.

Risk Management and Your Retirement Savings Plan - by Gary Schaudt, Registered Principal (August 2018)

By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track. Following are steps to consider....read more.

Upgrade My Life Insurance: Tax-Free? - by Gary Schaudt, Registered Principal (May 2018)

Responding to the changing needs of consumers, the life insurance industry has developed some alternatives that go much further in satisfying a variety of financial needs...read more

Life Insurance Basics - by Gary Schaudt, Registered Principal (May 2018)

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy...read more

IRS Releases Updated Form W-4 and Withholding Calculator - by Gary Schaudt, Registered Principal (April 2018)

The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you...read more

Am I Having Enough Withheld? - by Gary Schaudt, Registered Principal (April 2018)

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways..read more

Bonds, Interest Rates, and the Impact of Inflation - by Gary Schaudt, Registered Principal (March 2018)

There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price. Many people who invest in bonds because...read more.

Understanding Bond Yields and the Yield Curve - by Gary Schaudt, Registered Principal (March 2018)

When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is "yield?" The answer depends on...read more.

Handling Market Volatility - by Gary Schaudt, Registered Principal (February 2018)

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market,
the following common-sense tips can help...read more.

Eleven Ways to Help Yourself Stay Sane in a Crazy Market - by Gary Schaudt, Registered Principal (February 2018)

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from
making hasty decisions that could have a long-term impact on your ability to achieve your financial goals...read more.


Students Learn About Financial Services Field - Bobcat Headlines, Marshalltown Schools

Financial Advisor Gary Schaudt Honored at Yearly Event - Times Republican