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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.

  • 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 01.24.20

Overview: Investor fears about the impact of the coronavirus outbreak dominated global headlines last week. The potential global economic impact of the coronavirus was the focus, as earnings and economic data took a back seat.  Domestically,

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Market Recap – Week Ending 01.10.20

Overview: Stocks around the globe are off to a good start in the first 10 days of 2020. Both the S&P 500 Index and emerging market stocks (MSCI EM) are up over 1% so far this year,

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Market Recap – Week Ending 01/03/20

Overview: Global stocks ended the first week of 2020 relatively unchanged. A strong rally on the first trading day of the year was fueled by positive news related to an additional China central bank (PBOC) reserve

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Mid-Week Market Update 12/27/19

Stocks traded in a narrow range in this holiday-shortened week.  Major stock indices around the globe hovered near record highs, as investors have reacted positively to a steady interest rate environment, a likely Brexit deal next

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Market Recap – Week Ending 12/20/19

Overview:  Global stocks continued their upward trajectory last week in a quiet, pre-holiday trade. Several recent events have contributed to market optimism.  First, the Federal Reserve left short rates unchanged in their meeting December 10-11, and

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Market Recap – Week Ending 12/13/19

Overview: Stocks finished the week strong on news of optimism around a ‘Phase 1’ U.S.-China trade deal. The deal cancels the 25% tariff on $160 billion of Chinese goods originally scheduled for Sunday, December 15. At

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Market Recap 12/06/19

Last Week: Global markets gyrated last week, driven by trade news. Stocks traded off sharply in the first part of the week on a perceived escalation of U.S.-China trade tensions, then rallied on signs of progress toward

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Market Recap – Week Ending 11/29/19

Overview: Stocks ended the holiday-shortened week of Thanksgiving in positive territory despite increased U.S.-China trade risk. After President Trump signed a bill supporting Hong Kong's protesters, worries grew concerning a China retaliation against the U.S. The S&P

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Market Recap – Week Ending 11/22/19

Overview:  U.S.-China trade relations continued to dominate markets last week. Stocks retreated from their multi-week rally, with the S&P 500 down about -0.3% for the week.  Midway through the final quarter, major stock indices around the

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Market Recap – Week Ending 11/08/19

Overview:  The winning streak for stocks around the globe continued last week on optimism for a “Phase 1” trade agreement between the U.S. and China, as well as above consensus corporate earnings.  Emerging market stocks led

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