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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 01.10.20

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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Are You Prepared for a Long-Term Care Event?

November is Long-Term Care Awareness month. Long-term care refers to a variety of different services aimed at keeping individuals independent for as long as possible. Services could be provided in a home setting, adult day care center,

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