Passionately serving beginning investors, mid-life savers, and retirees by putting their interests first. Managing Partners @JosephJayMFG & @Pat_Campbell
Iowa City, IA
Joined November 2015
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MFG had a great time golfing in the 2022 Swing with the Celebrities Golf Tournament presented by our friends at Hawkeye Legacy.
More than $38,000 was raised for Special Olympics Iowa athletes and Unified partners!
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We're hiring!
As MFG continues to grow, so does our team. With the opportunity to have a core role in our expanding investment advisory landscape, we're looking to add an advisor.
If you or someone you know is interested, share the information below!
linkedin.com/jobs/view/28482…
IPERS does not adjust benefit payments for inflation. Listen to learn how this may impact your retirement and what you can do to better understand your progress towards a confident retirement.
Historic IC has changed just a bit since these pictures. Which piece of art in the MFG office is your favorite?
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Maximum deferrals to retirement accounts are set see increases across the board in 2022, while income limits on eligibility for Roth contributions also see a boost.
journalofaccountancy.com/new…
Anything is possible looking forward, but historically there has been a tipping point in which rising rates have historically impacted equities.
Disclosure: past returns are not indicative of future results.
It's important to understand the risks that go into choosing a Medicare plan at age 65, with more than just your current health to keep in mind. wsj.com/articles/choosing-me…
For those with a full retirement age (FRA) of 65:
Each year delayed beyond full retirement age increases 7%.
Claiming SS at age 70 sees 131.5% of FRA SS benefit.
Saving into IRAs is crucial in bridging the gap in years as SS reaches maximum value.
cambridge.org/core/journals/…
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Any idea if your savings account is maintaining its purchasing power? In the last 10 years, they've been far from keeping up with inflation.
"The mantra to which the company has held true for decades will now be only mostly true."
Dollar Tree raises prices above a dollar as the costs of clothes, cars, food, and even shipping have seen an increase this year.
nbcnews.com/business/consume…
Bullish sentiment dropped to 22.4%, according to the American Association of Individual Investors weekly sentiment readings. This is in the bottom 5% of figures since the report began in 1987. A drop this large, 16.5%, has only occurred about 1.9% of the time (via @bespokeinvest)
The proposed EV tax credits include increases for union-made vehicles in the U.S., cars that have at least 50% domestic content, and even for batteries made in the U.S. The total possible credit sits at about $12,500.
marketwatch.com/story/house-…
Our approach to each of our clients’ plan adapts as their story evolves.
As income outgrows expenses, we commonly see 5 essential questions shared by clients with annual household income between the $200k-500k mark.
Read the rest on our website: midwesternfinancial.com/.../…...
With the strongest of optimists calling Mark Zuckerberg's Metaverse "the next internet," what potential does it really have for business, social settings, and future life? finance.yahoo.com/news/what-…
As household income changes, so do the questions our clients have, and focuses shift as income grows faster than expenses.
In part two of our 3-part series, MFG answers the 5 most common questions asked by those with household incomes between $200K-$500K.
midwesternfinancial.com/blog…
In addition to PSG's existing cryptocurrency fan token, Messi's new contract included NFT tokens worth an estimated $29-35 million... Could Crypto become a new incentive in professional sports? reuters.com/lifestyle/sports…
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