Wilon Wealth Management

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Wilon Wealth Management Wilon Wealth Management provides comprehensive wealth management and financial planning services. This platform is solely for informational purposes.

2400 86th Street, Unit 32
Urbandale, IA 50322

9 Plaza Drive, Suite 4
Clear Lake, IA 50428

414 West Main Street
Sac City, IA 50583

Wilon Wealth Management is a registered investment adviser. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. For full disclosures, please visit our website at http://www.wilonwm.com.

The Fed raised rates in September for the first time in three years, and officials project one more hike before year-end...
10/13/2026

The Fed raised rates in September for the first time in three years, and officials project one more hike before year-end. Rate hikes make big headlines, but the reasons behind them matter more. My Q3 update breaks down why the Fed acted and what I'm watching next.

Here's what savvy investors took away from Q3

Congrats to best-selling author (and Wilon client!) Deb Mortensen Books on the release of her third children’s book, Not...
10/08/2026

Congrats to best-selling author (and Wilon client!) Deb Mortensen Books on the release of her third children’s book, Not Now! 🎉 It’s a sweet story about patience, flexibility, and farm-day adventures. Available now on Amazon in hardcover, paperback, and eBook: https://tinyurl.com/NotNowBook

Congratulations to our Client Service Associates, Jesi Wiltse and Nikki Hutchison, on earning their Financial Paraplanne...
10/01/2026

Congratulations to our Client Service Associates, Jesi Wiltse and Nikki Hutchison, on earning their Financial Paraplanner Qualified Professional (FPQP®) designation! 🎉🎉

This credential reflects their commitment to growing their expertise and providing even stronger support to our clients. We're so proud (and lucky) to have them on the Wilon team!

Not every financial goal deserves your attention at the same time. Foundational moves come first because they can make e...
09/24/2026

Not every financial goal deserves your attention at the same time. Foundational moves come first because they can make everything built on top of them steadier.

One step can support the next.

Feeling behind on your finances is usually not a motivation problem. It is an order-of-operations problem. Sort out the ...
09/10/2026

Feeling behind on your finances is usually not a motivation problem. It is an order-of-operations problem. Sort out the sequence and progress gets a lot clearer.

The challenge is deciding what comes first.

Rising interest rates are all over the headlines. The 30-year Treasury yield just hit levels not seen since 2007.Should ...
09/03/2026

Rising interest rates are all over the headlines. The 30-year Treasury yield just hit levels not seen since 2007.

Should you be worried? We break down what's actually driving rates higher and what it means (and doesn't mean) for you. Read our latest blog post at the link below. ⬇️

https://wilonwm.com/why-are-interest-rates-rising/

Most days, the bond market doesn’t make headlines. It quietly does its job while stocks get most of the attention.But ev...
08/20/2026

Most days, the bond market doesn’t make headlines. It quietly does its job while stocks get most of the attention.

But every so often, the bond market reminds everyone why it matters. And that’s exactly what’s happening right now.

Read our latest blog post about the quiet market that's making news:
https://wilonwm.com/the-quiet-market-thats-making-big-news/

Q2 was a comeback quarter. All three major indexes posted their best three months in years. But a strong quarter isn't a...
07/09/2026

Q2 was a comeback quarter. All three major indexes posted their best three months in years. But a strong quarter isn't a reason to get overconfident, just like a weak one isn't a reason to panic.

Intentional investors treat both the same: with a plan and a level head. Here's our five-minute recap of what happened and what we're watching next.

But the story's not over. What's next?

Wishing everyone a safe and celebratory holiday weekend. Here's to a future as bright as the fireworks. Happy Independen...
07/04/2026

Wishing everyone a safe and celebratory holiday weekend. Here's to a future as bright as the fireworks.

Happy Independence Day from Wilon Wealth Management! 🎆🇺🇸

When headlines are dominated by massive IPOs and buzzy tech companies, it’s easy to wonder: Am I missing out? 📈Market ex...
06/24/2026

When headlines are dominated by massive IPOs and buzzy tech companies, it’s easy to wonder: Am I missing out? 📈

Market excitement can create urgency, but urgency isn’t the same as strategy. Before making decisions based on hype, it helps to pause and ask a few important questions.

Our latest blog post explores five questions investors should consider before chasing the next big opportunity. Check it out here: https://wilonwm.com/tempted-by-the-mega-ipo-rush/

Address

Urbandale, IA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15152259500

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