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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 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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Is Your 401(k) in Compliance?

By Joni Dement, QKA, QPA, HKFS Senior Compliance Advisor Keeping your 401(k) plan in compliance each year is essential to avoiding a costly correction down the road or possibly disqualifying plan assets. Some of the most common items

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Market Recap – Week Ending 06/21/19

Overview: Global stocks traded higher last week as two key events drove stocks higher and bond yields lower. First, the Federal Reserve indicated a willingness to cut the funds rate at future Fed meetings, and second,

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Market Recap – Week ending 06/14/19

Overview: Stocks took a breather last week as investors weighed the U.S.-China trade tensions against the market’s increasing focus on the chances of a Federal Reserve rate cut. Interest rates were lower, as investors remained concerned

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Market Recap – Week Ending 6/7/19

  Ivan Gruhl, Chief Investment Officer, HK Financial Services Overview: Stocks rebounded across the globe last week led by a rally in the U.S., where the S&P 500 had its best gain on Tuesday since January. The S&P

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Market Recap – Week Ending 05/31/19

Ivan Gruhl, Chief Investment Officer, HK Financial Services Overview: Stock markets declined and bonds rallied last week as global trade tensions persisted amid continued economic growth concerns. Last week the Trump administration announced plans to impose tariffs on

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Teaching Children Personal Finance

June 2019 By: Scott Walloch CPA, CFP®, HKFS Financial Planning Consultant   Teach children about money now, or be ready to help As a parent of three children in a digital and on-demand world, it quickly became apparent to me

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Market Recap – Week Ending 05/24/19

Overview: Market sentiment continued to be driven by trade commentary from the U.S. and China. Last week’s sanctions against the China tech company Huawei added an additional layer of complexity to the state of relations between the countries. Stocks

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Market Recap – Week Ending 05/10/19

Update 05/13/19 at 8 a.m. CDT: U.S. stock futures are down sharply pre-market Monday morning with the Dow off about 500 points and the S&P 500 index down 2%. Meanwhile, the 10-year Treasury is trading at 2.4

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