Iowa Investment Group, LC

Iowa Investment Group, LC Our core focus is on financial education; allowing investors to make informed decisions on matters of business and personal finance.

For important disclosures, please visit our website at https://iowainvestmentgroup.com.

September is Life Insurance Awareness Month! Did you know that life insurance premiums can be lower the younger and hea...
09/01/2026

September is Life Insurance Awareness Month! Did you know that life insurance premiums can be lower the younger and healthier you are? Insurability is a privilege rather than a guarantee, of course, as our health can suddenly change.

No matter where you are on your path to financial independence, having a cohesive plan makes all the difference. It's mo...
08/28/2026

No matter where you are on your path to financial independence, having a cohesive plan makes all the difference. It's more than just choosing investments.

Our approach brings together every piece of your financial puzzle:

🚀 Tax-Advantaged Optimization: Choosing the right vehicles to maximize growth and efficiency, while structuring accounts to protect your gains and minimize tax drag over time.

🛠️ Tailored Portfolio Construction: Building a diversified foundation designed specifically for your ambitions.

⚖️ Proactive Risk Management: Protecting your assets so you can navigate market shifts with confidence.

🗓️ Time Horizon Planning: Aligning your assets with short-term needs and long-term milestones.

Ready to build financial freedom on your terms? We guide you every step of the way on your journey to financial independ...
08/26/2026

Ready to build financial freedom on your terms? We guide you every step of the way on your journey to financial independence - with no minimum net worth required.

We strongly believe that financial literacy is the foundation of lasting success, which is why educating you every step of the way is central to how we work. Whether you're just starting out or optimizing your portfolio, expert guidance should be accessible to everyone.

A big thank you for all of your continued support! Referrals and social media continue to be fundamental drivers of gro...
08/21/2026

A big thank you for all of your continued support! Referrals and social media continue to be fundamental drivers of growth for Iowa Investment Group. There is no greater compliment than entrusting us to assist those you love on their journey to financial independence.

If you feel so inclined - invite your friends and family to follow our page, share this post, or send them directly or way at [email protected].

Have you experienced a big life change recently? I know we have. 🐣If you've recently purchased a home, gotten married,...
08/18/2026

Have you experienced a big life change recently? I know we have. 🐣

If you've recently purchased a home, gotten married, seen a change in income, received an inheritance, graduated college, or had children - it is probably time to review your life insurance needs. ⏳

Your family's financial future depends on it.

We eat, sleep, and breathe the markets. We're usually talking markets with one another six or seven days a week. It's ...
08/14/2026

We eat, sleep, and breathe the markets. We're usually talking markets with one another six or seven days a week. It's not uncommon that we'll wake up with a hot off the press, weekly edition of Barron's on a Saturday morning, and an equally hot cup of coffee.

Last week I came across an article titled "It's the Best Time in Years to Rebalance for Retirement. 2 Moves to Make Now." I thought 'okay, but the best time and best moves for who?' The author doesn't know you. They don't understand your investing goals and objectives. After all, financial plans aren't all cut from the same cloth; they're not one-size-fits-all.

And that's just it. Your financial plan is yours and yours alone. No author, podcaster, colleague, or talking head knows the intricacies of your investing goals and objectives, regardless of how attune they are to current global economic conditions.

No matter where you are on your journey to financial independence, you deserve to - and need to - have a financial plan specific to you in place.

Somehow my fourth year in the business is already underway! That's three years of helping families like ours or busines...
08/11/2026

Somehow my fourth year in the business is already underway! That's three years of helping families like ours or business owners like us progress towards achieving their financial dreams. Meanwhile, Rob has been doing the same for 36 years!

It's an honor and a privilege for us to assist clients on their journey to financial independence. Thank you for your continued trust in myself, Rob, and Iowa Investment Group.

It's painful to say, but I'm old enough to remember when Forever Stamps came out in 2007. 😅 They were 41 cents, and it...
08/07/2026

It's painful to say, but I'm old enough to remember when Forever Stamps came out in 2007. 😅 They were 41 cents, and it was a big deal when the price moved from 45 to 46 cents per stamp in 2013. Last month, the price of a Forever Stamp rose to 82 cents. Inflation. 💵

Having a plan for your retirement income that addresses inflation head on is paramount. 🎯

Lucky for you, Retirement Income Distribution Plans are one of the things we do best. 🤝

A quick roadtrip north for a wedding celebration included a stop for us at the Minnesota Zoo. The count on how often we ...
08/04/2026

A quick roadtrip north for a wedding celebration included a stop for us at the Minnesota Zoo.

The count on how often we heard "Oh! Right there!" was through the roof. 🚀 I think it's safe to say we have a big zoo fan on our hands. 🤗

If only pictures had sound... 😂

Can you spot the leopards?

The peak of summer tends to bring full calendars with it. From kids' activities to weddings and baby showers, our calen...
08/01/2026

The peak of summer tends to bring full calendars with it. From kids' activities to weddings and baby showers, our calendar has been no different lately. In the thick of it, it looks and feels busy. It can be hard to see or feel change and progress. But from a bird's eye view, it shows that change is constant - not all too different from our ever-changing gardens.

If you've been busy or life has brought some changes with it, it may be time to review your financial plan to ensure it best aligns with your goals and dreams. Not 'someday, maybe'; the time is now.

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8204 N Canfield Road
Dunkerton, IA
50626

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