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About Us

At  HK Financial Services, our team’s priority is to build your unique wealth management strategy around what is most important to you – your goals, dreams, and time horizons. By combining the expertise of your CPA firm and the wealth management expertise of HKFS, you experience an all-encompassing and tax-efficient approach to financial planning.

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  • 100HKFS is a Top 100 Wealth Manager in the U.S. as recognized by Forbes
  • $3B HKFS has over $3 billion in assets under management as of 06/26/18 ($3.2B as of 12/31/17)*
  • Forbes HKFS is in the top 50 fastest growing RIA as recognized by Forbes
  • RIA HKFS is the largest Registered Investment Adviser firm in the state of Iowa
  • 100 HKFS is ranked as a top 100 wealth manager by Forbes

The HKFS Blog

Market Recap – Week Ending 09/06/19

Overview: Stocks around the globe moved higher last week as trade developments included the announcement that U.S. and China plan to meet for talks in early October. Emerging markets led the way with the MSCI EM index

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Using Life Insurance to Support Charity

America is a charitable nation. More than two-thirds of Americans (68%) give to charity each year1. That means you probably do too. Approximately 90% of high net worth households gave to charity in 2017 and contributed an average

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Market Recap – Week Ending 08/30/19

Overview: Stocks continued to oscillate last week, as investors digested the latest in U.S.-China trade war tensions. Both U.S. and international stocks finished in positive territory for the week, led by the S&P 500 index, which was

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Market Recap – Week Ending 08/23/19

Overview: U.S.-China trade tensions continued to dominate headlines this past week. China announced tariffs of 5% to 10% on $75 billion of goods, including autos and oil. The U.S. retaliated on Friday with higher tariffs, sending domestic

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Buy-sell agreements: Key components to a successful business transition

By Financial Planning Consultants; Cara Miller, CFP® and James Milford, CFP®   For many business owners, their company is their single largest holding and the key to a successful retirement. Planning well ahead of departure will help ensure

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Market Recap – Week Ending 08/09/19

Overview: Trade tensions escalated last week as China devalued its currency and the U.S. responded by labeling China a currency manipulator. U.S. stocks were down -0.5% and 10-year U.S. Treasury yields fell 12 basis points (bps)

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Market Recap – Week Ending 08/02/19

Overview: Stock markets traded lower last week and yesterday, Aug. 5, as markets reacted mainly to tariff escalations in trade with China. The S&P 500 fell about 6% over the six-day period, and the selloff extended

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Market Recap – Week Ending 07/19/19

Overview: Stocks were mixed across the globe last week with emerging markets (MSCI EM) leading the way with a positive 0.8% return, while U.S. stocks closed lower. Markets lost momentum late in the week following mixed

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Market Recap – Week Ending 07/12/19

Overview: Global equities were mixed last week in a quiet summer trade, with U.S. stocks up marginally following testimony from Federal Reserve Chairman Jerome Powell. The Fed chair described the U.S. economy “in a very good place,” and that

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Market Recap – Week Ending 06/28/19

Overview: Stocks were mixed on the week, as investors kept a close eye on geopolitical events and the outcome of the weekend G20 (Group of 20) summit in Tokyo. Despite concerns around a slowing global economy, trade

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