OriGen Wealth Management

10/16/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, We're happy to help.

10/16/2026

Still thinking about attending?

Don't miss The Freedom Paradox, a complimentary online seminar designed to help you think differently about financial freedom and the choices that shape your future. Join us on October 21 and gain valuable insights from industry experts.

To RSVP, visit: https://bit.ly/47HoMNT

You can also reserve your spot by emailing [email protected] or calling 515-309-0043.

10/15/2026

This pumpkin is giving fall vibes. Is it your favorite? Want to vote?

✅ Visit our office
✅ Ask Ann for a ballot
✅ Vote for your favorite pumpkin creation

Stay tuned as we continue to showcase all of the entries!

10/15/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/14/2026

Have you reserved your spot yet?

Join us for The Freedom Paradox, a complimentary online seminar exploring the connection between financial success and personal freedom. Whether you're planning for retirement or looking to make more confident financial decisions, this event offers valuable insights you won't want to miss.

To RSVP, visit: https://bit.ly/4ewQQaa

You can also reserve your spot by emailing [email protected] or calling 515-309-0043.

10/14/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

10/13/2026

Our advisors and team members brought their creativity, imagination, and Halloween spirit to this year's pumpkin decorating contest!

What do you think of this spooky entry?

If it's your favorite, stop by our office and ask Ann for a ballot to cast your vote. Every vote helps decide our Pumpkin Decorating Champion! 🏆🎃

10/13/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/12/2026

🎂🎉 Join us in wishing Jeff Franke a very Happy Birthday! 🎉🎂

Jeff's passion for serving clients and helping them work toward their financial goals makes him a valued part of our team. We are grateful for all he does and are excited to celebrate him today.

We hope your day is filled with joy, laughter, and plenty of birthday cake! Wishing you a wonderful year ahead.

Happy Birthday, Jeff! 🎈🎁

10/09/2026

Think retirement will cost less? Or that there’s plenty of time to plan?

Some of the most common assumptions about retirement sound reasonable—but don’t always hold up in practice.

This article challenges a few of those beliefs and offers a more grounded perspective.🔍

Debunk these common misunderstandings and explore the realities of saving for retirement.