EDGE Investment Solutions

10/14/2026

Our monthly webinars are all about learning from knowledgeable professionals in the industry. This month we’re excited to welcome David L. Grebber, a specialist with 30+ years of experience in the financial and insurance industries. Topic: To Exit or Not to Exit? Business Exit Solutions When: Wednesday, October 21 at 5:30 PM CT Where: Zoom Don’t miss these valuable insights. Register now →

Don't miss this FREE session on October 21st, 2026 at 5:30 PM! RSVP here!

10/14/2026

In today's Slott Report, our Expert, Andy Ives, CFP®, AIF®, dives into his top 10 list of required minimum distribution ( ) mistakes.

Read more here: https://bit.ly/4yPpoww

10/13/2026

Three to six months of expenses saved does one thing money rarely buys: it can give you time. Time to adjust after a job loss or setback without derailing the long-term plan.

Some financial moves do more.

10/12/2026

Think your estate plan is “done” just because you signed a will years ago?
A lot of people do. Then life keeps changing—new accounts, growing families, shifting laws—and a handful of reasonable-sounding assumptions quietly take the place of an up-to-date plan.
Here are 6 of the most common ones (and what’s actually true):
• A will covers everything

• A will means you skip probate

• Updating the will updates the beneficiaries

• Family can just step in if needed

• They already know what you’d want

• Estate taxes will take a big bite
How many make you pause?
If even one hits home, it’s worth a second look. Read the full post →

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

10/11/2026

Thinking about the future of your business? This is the conversation you need to hear. Join us for The EDGE Perspective October webinar featuring David L. Grebber (LPL High-Net-Worth Services Team). He’ll break down real solutions for business owners facing the big question: Exit… or keep growing? 🗓 October 21 at 5:30 PM CT 📍 Online via Zoom Free to attend—just register here: Tag a fellow business owner who needs this! 👇

LIVE AND VIRTUAL EVENT: October 21, 2026 at 5:30 PM! Click here!

10/09/2026

Staying in your own home longer takes more than good intentions — it takes planning. Ed and Jeff cover the financial, legal, and practical moves that make aging in place possible, and the mistakes that force people out sooner than they expected.

10/07/2026

Ready to explore your next big move? Join The EDGE Perspective for our October webinar: “To Exit or Not to Exit? LPL High Net Worth Business Exit Solutions” We’re thrilled to welcome David L. Grebber from the LPL High-Net-Worth Services Team. With 30+ years of experience, David specializes in sophisticated planning strategies that help business owners successfully exit their businesses. 📅 Wednesday, October 21 | 5:30 PM CT 💻 Live on Zoom Register now:

FREE: Join us October 21, 2026 at 5:30 PM!

10/07/2026

Wanted to give a quick shout-out to the Impact CR Cedar Rapids Metro Economic Alliance event put on this morning at Matthew 25. 🌟

From delicious bread pudding and coffee to many new insights about Linked In, this event was a nice addition to Impact CR's annual line up of events, all geared to help others reach excellence in their careers and lives.

Impact CR puts on leadership development events throughout the year that are highly informative and great chances to connect with others in the local community. Highly enjoyed the session today by Mark Nolte on the ways he uses Linked In to connect with others.

Special shout out to Matthew 25 as well, who hosted the event, if you haven't heard of them before their mission is one of a kind in the local area:

"At Matthew 25, we believe in the God-given potential of all people and places. Our work often takes place in neighborhoods some would describe as rundown, low-income, dangerous or plagued with problems. Instead, we choose to see possibilities, and to build upon the good.

A historic, devastating flood can turn into an opportunity for neighbors to support neighbors. Vacant lots can become Iowa’s first urban farm. A dilapidated building can become a place to serve the community. People receiving free meals learn how to prepare meals for others. A vacant building on a high-crime corner can become a new grocery store and community hub."

Thank you Mark Nolte and ImpactCR for the great event and to Cedar Rapids for hosting!