Pulse Financial Services

08/24/2026

We bookended our summer the best way we know how — at the ballpark! ⚾☀️
From kicking off the season with the Cedar Rapids Kernels to closing it out with the Kane County Cougars, we had two fantastic evenings filled with timely market updates, baseball, food, fun and — most importantly — some pretty incredible people.
A huge thank you to our two speakers for sharing their insights, and to all of the Pulse clients and friends who came out and made both events such a success.
One thing about Pulse: we know how to work hard and play hard. 😉
Thanks for making this summer one for the books! 💚🩶⚾

08/05/2026

We were honored to present our 2nd Quarter Pulse Gives Back donation to Front Porch Church and support their incredible mission of creating a place where people of all abilities are welcomed, celebrated, and loved.

Thank you to the Cahills and Rick Bolle for letting us be part of such a fun and uplifting service!

Be sure to check out our website for our current sponsorship. If you’re a Pulse client and would like to nominate a charity, you can do that on our website as well! Link in bio!

07/27/2026

🎉 Happy Birthday to our Executive Operations Manager, Teresa! 🎉

Today she's taking a well-deserved day to relax, celebrate, and enjoy her birthday—and we couldn't be happier for her!

Teresa is the kind of person who keeps everything running behind the scenes with incredible organization, care, and dedication. From supporting our team to helping ensure our clients receive the best possible experience, we're so grateful for all she does.

Please join us in wishing Teresa a very happy birthday! 🎂 We hope your day is filled with lots of joy, laughter, pamering, and as much Prosecco as you see fit! ;) You deserve it!

Happy Birthday, Teresa!

07/23/2026

💚 Pulse Gives Back | 2026 Q3 Sponsorship 💚

At Pulse Financial Services, we believe strong communities are built when neighbors help neighbors.

This quarter, we're honored to support HACAP (Hawkeye Area Community Action Program) through our Pulse Gives Back initiative, thanks to a nomination from our wonderful clients, Matt and Kris Johnson.

Matt and Kris have long been passionate about addressing food insecurity, especially for children, and found an incredible partner in HACAP's BackPack Program. The program provides children with nutritious, easy-to-prepare meals to take home over weekends and school breaks—helping ensure they have access to food even when school isn't in session.

We're grateful to Matt and Kris for sharing their story and for introducing us to an organization that's making a meaningful difference right here in Eastern Iowa.

If you'd like to learn more about HACAP, volunteer, or support their mission, visit our latest Pulse Gives Back spotlight on our website.

Together, we can make an impact—one family, one child, and one community at a time. 💚

07/21/2026

If you weren't able to join us for our recent Q3 2026 Market & Economic Update, we've got you covered.

Stephanie Anderson recently walked through the key trends shaping the financial landscape as we head into the second half of the year, including:

• Inflation and interest rate expectations
• The Federal Reserve outlook
• The labor market and economic growth
• AI's growing impact on the economy
• U.S. and international market opportunities
• Portfolio positioning and diversification

Whether you're keeping an eye on your retirement plan, wondering what recent headlines mean for your investments, or simply looking for a clearer perspective on today's markets, we hope you'll find this update helpful.

▶️ Watch the full presentation here:
https://youtu.be/vDrEEFdkiG0?si=Mkne18BqdbX6_d6o

As always, if you have questions about how current market conditions may impact your financial plan, we're here to help. Simply reply to this email or contact our office to schedule a conversation.

Thank you for allowing us to be part of your financial journey.

What should investors be watching in the second half of 2026?In t...

07/15/2026

Some presentations come with applause...

This one came with a vat of tortilla soup. (The pics don’t do it justice…it’s SO MUCH) 🍲😂

Yesterday, Stephanie Anderson had the opportunity to give our networking group a sneak peek into the retirement planning process we use with our clients. We love sharing what we do, but one of the biggest reasons we invest time in groups like this goes beyond growing our business.

Building relationships with other trusted, locally owned businesses means we have a network of credible professionals we can confidently connect our clients with when they need them. Whether it’s insurance, real estate, banking, legal services, or something completely different, those connections matter.
We’re grateful to be part of a group that works hard, supports one another, laughs a lot... and apparently believes lunch should be measured by the gallon. 😅

Thanks for another great meeting—and shout out to Villa’s Patio for serving what may be the largest bowl of tortilla soup in Eastern Iowa!

FinancialPlanning

07/07/2026

Medicare doesn't have to be confusing.

Whether you're approaching age 65, helping a parent or spouse navigate Medicare, or simply planning ahead, understanding your options can make all the difference.

Join us for our FREE Medicare 101 Workshop featuring Medicare expert, Matthew Sternhagen, who will break down the basics, explain important enrollment timelines, answer common questions, and help you make informed Medicare decisions with confidence.

📅 Tuesday, August 11
🕕 6:00 PM
📍 Beems Auditorium
Cedar Rapids Public Library
450 5th Ave. SE
Cedar Rapids, IA 52401

This is an educational event with plenty of time for questions—no matter where you are in your Medicare journey.

Know someone who could benefit? Invite a friend, bring a family member, or share this post with someone preparing for Medicare. Everyone is welcome!

To reserve your seat, contact Pulse Financial Services at 319-246-8000, send us a message, or reach out to Matthew directly (his contact information is in the graphic!).

We hope to see you there!

07/03/2026

In observance of Independence Day, our office will be closed on Friday, July 3. The financial markets will also be closed for the holiday.

We hope you have a safe and enjoyable holiday weekend celebrating with family and friends.

We'll reopen for normal business hours on Monday and look forward to serving you then.

Happy Fourth of July from all of us at Pulse Financial Services! ❤️🤍💙

06/28/2026

🛡️ National Insurance Awareness Day serves as a great mid-year reminder to review the protections you have in place for yourself, your family, and your business.

Life changes quickly. A new home, home renovations, a growing family, career changes, business growth, or even changes in your local environment can all impact whether your current coverage still fits your needs.

Consider taking a few minutes to review:

✔️ Homeowners Insurance – Have you completed renovations, purchased valuable items, or seen changes in your home's value?

✔️ Health & Life Insurance – Have you experienced a major life event such as marriage, the birth of a child, or other changes that may affect your family's needs?

✔️ Business Insurance – Are your liability, property, and workers' compensation coverages keeping pace with your business?

✔️ Environmental Risks – Would supplemental protection for flood, windstorm, or other regional risks make sense?

The goal isn't simply having insurance—it's making sure your coverage aligns with your current lifestyle, financial obligations, and long-term goals.

If you'd like a second opinion on your life insurance, long-term care planning, disability income protection, or other risk management strategies, our team is happy to help review what you have and identify potential gaps.

📞 Reach out to schedule a conversation.

06/27/2026

Today we're celebrating the birthday of our founder, Rick!

Rick's vision, leadership, and commitment to serving clients helped build the foundation of Pulse Financial Services and continues to shape who we are today. We're grateful for the impact he's made on our team, our clients, and our community over the years.

Please join us in wishing Rick a very happy birthday and a year ahead filled with good health, happiness, and plenty of reasons to celebrate!

🎉 Happy Birthday, Rick! 🎉