s&p500 in 2024

As the S&P 500 approaches the 5,000 point milestone, it raises questions around interpreting what’s driving market moves and how average investors can respond. In this podcast and article, Brad Connors and Shawn Pomeroy, from the Waseca iWealth office, explore the key themes surrounding the S&P 500’s performance that are relevant for personal investment strategies. […]

Managing finances can feel like piecing together a puzzle – insurance policies, investments, retirement plans, it’s a lot to juggle. No wonder many find their financial picture overwhelming. But your finances don’t have to be confusing. Your financial life is a puzzle you can solve. By understanding how the pieces fit together step-by-step, you can […]

Giving back to others provides a deep sense of purpose and fulfillment. While monetary donations have their place, volunteering our time and talents can be even more rewarding. In this article and video, we explore the intangible benefits of volunteering and highlight ways you can get involved in your community. As we are releasing this […]

If the stock market’s roller-coaster ride this year has your head spinning, you’re not alone. Major indices like the S&P 500 finished Q3 in positive territory, but a closer look reveals a complex story underneath the surface. In this post, we’ll break down key market trends, examine what’s driving performance, and distill actionable guidance to […]

The timeless expectation has been for high school students to pursue a traditional 4-year college degree. However, today’s economic realities are causing many families to question whether that one-size-fits-all approach still makes sense for their teen. There are compelling trade school and certification alternatives that deserve thoughtful consideration as well. The Changing College Dialogue For […]

As a parent, you want to provide the best opportunities for your children. However, funding your child’s education often comes at the expense of saving adequately for your own retirement. This difficult balancing act can leave parents financially unprepared later in life if not handled carefully. In this post, we’ll explore strategies to balance these […]