Investment Center Advisors

09/01/2026

September is College Savings Month.
Whether you're planning for children, grandchildren, or future educational goals, setting aside time to review your savings strategy can be an important step toward preparing for future expenses.

08/27/2026

Estate planning is not a one-time event. Major life changes, family milestones, and changes in financial circumstances can all create a need to revisit your plans.
This article explores when it may make sense to review and update your estate strategy.
Read more, and let us know if you have any questions.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

08/25/2026

Get to know our team. Adam works in our Aberdeen office, focusing on comprehensive financial planning and long-term strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, he helps clients navigate planning decisions while keeping their long-term goals in focus. Outside of the office, Adam enjoys spending time with family, golfing, hunting, and staying active outdoors.
Learn more about our team: https://www.investmentcenteradvisors.com/aberdeen-team

08/18/2026

Estate planning is an important consideration for many individuals and families as they think about preserving assets, supporting loved ones, and defining how they would like their legacy carried forward.
This article looks at several well-known estate planning strategies and the lessons they can offer.
Read more below, and reach out if you'd like to discuss how estate planning may fit into your overall financial plan.

The examples of famous celebrities underline the need for a clear estate strategy.

08/11/2026

Get to know our team. Tyler works in our Council Bluffs office, focusing on financial planning and investment guidance. With a background in marketing and business, he takes a thoughtful approach to helping clients understand their options and make informed financial decisions.
Learn more about our team: https://www.investmentcenteradvisors.com/council-bluffs-team

08/06/2026

Markets continue to navigate a range of influences, from artificial intelligence and earnings growth to inflation and geopolitical developments.
In this month's client letter, we discuss these themes and their impact on the current market environment.
Read more below, and please feel free to reach out with any questions.

Despite geopolitical tensions, oil price concerns, and uncertainty around AI investment returns, the market has remained resilient, supported by strong corporate earnings, a healthy economy, and continued innovation tied to artificial intelligence. While volatility may persist as investors evaluate....

08/02/2026

Today we recognize Taxpayer Appreciation Day and the contributions taxpayers make to our communities and public services.
It’s also a great reminder to revisit your financial plan and any tax-related questions you may have. Whether you're planning for retirement, managing a major life change, or simply looking for a second look at your strategy, we're happy to help.
Reach out to our team to start the conversation.

07/28/2026

The transition into retirement can bring both opportunities and new considerations. This article explores what to expect during the first year and how to approach the transition.

Read more below, and let us know if you’d like to discuss how to prepare for this stage of life.

The transition into retirement can bring both opportunities and new considerations. This article explores what to expect during the first year and how to approach the transition.

07/21/2026

Get to know our team. Taylor works in our Aberdeen office, focusing on comprehensive financial planning and long‑term strategies. As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), he takes a thoughtful, disciplined approach to helping clients navigate important financial decisions. Outside of the office, Taylor enjoys spending time with family, golfing, hunting, and being outdoors.
Learn more about our team: https://www.investmentcenteradvisors.com/aberdeen-team

07/14/2026

Deciding when to take Social Security is an important part of the retirement planning process. This article highlights key factors to consider when evaluating your options.

Read more below, and feel free to reach out if you’d like to talk through how this decision fits into your overall plan.

One of the most common questions people ask about Social Security is when they should start taking benefits.