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SECURE 2.0 Act Provisions and How They May Affect Your Retirement Plans

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | December 29, 2022

On December 23, Congress passed a $1.7 trillion budget bill that included the SECURE 2.0 Act. As...

Why I Find Joy in Receiving a Great Holiday Letter

by Lance Gunkel CFP® CFA Managing Director | December 14, 2022

We have numerous holiday traditions in my family, and one of my favorites is collecting and reading...

Hope Ministries Utilizes Cubicle Donation

by Admin | December 1, 2022

September 16, 2015

Early Warning Signs of Impaired Financial Skills (NEFE)

by Admin | December 1, 2022

January 2, 2017

National Check Your Statement Day

by Admin | December 1, 2022

May 13, 2016

Peter Diamondis and Living in an Age of Abundance

by Admin | December 1, 2022

February 2, 2015

Managing the Tax from Your Investments

by Admin | December 1, 2022

April 28, 2017

Check All the Boxes When Saving for College

by Admin | December 1, 2022

March 13, 2017

CFA Institute Annual Conference: Day 1

by Admin | December 1, 2022

April 27, 2015

The Planning Paradox of Social Security

by Admin | December 1, 2022

August 19, 2016

Sherpa Blog by Lance Gunkel: When Interest Rates Rise

by Admin | December 1, 2022

March 5, 2015

Be Ready for this Journey and the Next - an article from Social Security

by Admin | December 1, 2022

August 2, 2016

Why So Many Americans Have No Savings

by Admin | December 1, 2022

June 18, 2016

Sherpa Blog by Lance Gunkel: March Madness & the $837,000 Office Pool

by Admin | December 1, 2022

March 17, 2015

Sherpa Investment Management Blog: Achieving Work-Life Balance

by Admin | December 1, 2022

October 29, 2015

Event Series: Embrace Aging: A dialogue on healthy aging in Iowa

by Admin | December 1, 2022

December 3, 2015

Selecting a Trusted Financial Advisor

by Admin | December 1, 2022

March 29, 2017

Sherpa Blog by Ethan Gascho: Pros and Cons of Taxable vs. Corporate Bonds

by Admin | December 1, 2022

July 2, 2015

How Stepping Out of Your Comfort Zone Can Lead to "Yes" Moments: An Intern's Perspective

by Admin | December 1, 2022

January 23, 2022

Charles Schwab's Annual "Impact" Investment Conference: Blog 1

by Admin | December 1, 2022

November 13, 2015

Government Rules Traps Disabled in Poverty

by Admin | December 1, 2022

August 11, 2016

Parenting the Parent Series: Financing Long-Term Senior Care

by Admin | December 1, 2022

May 31, 2018

World Elder Abuse Awareness Day

by Admin | December 1, 2022

June 16, 2016

Holiday Traditions... Connecting the Generations

by Admin | December 1, 2022

December 10, 2019

Sherpa Investment Management Blog: High Yield Bonds back to appropriate values

by Admin | December 1, 2022

October 23, 2015

Embrace Aging - May 24th at 7 PM at Drake

by Admin | December 1, 2022

May 17, 2016

Protecting Your Social Security Number from Identity Theft

by Admin | December 1, 2022

September 8, 2016

CFA Institute Annual Conference: Final Day

by Admin | December 1, 2022

April 29, 2015

Charles Schwab's Annual "Impact" Investment Conference: Blog 2

by Admin | December 1, 2022

November 13, 2015

Year-In-Review

by Admin | December 1, 2022

January 11, 2018

Sherpa Blog by Lance Gunkel: The Growth of the Future

by Admin | December 1, 2022

March 10, 2015

2015 Star 102.5 Combat Hunger Campaign

by Admin | December 1, 2022

November 19, 2015

CFA Institute Annual Conference: Day 2

by Admin | December 1, 2022

April 28, 2015

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