Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
External link for Berthel Fisher Companies
4201 42nd St NE
Cedar Rapids, Iowa, US
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Breaking: The Department of Labor's (DOL) much-anticipated Fiduciary Rule will be released today. Do you know how it affects your practice? Join Andrew Payne, VP & General Counsel, and Dennis Mattern, VP of Market Development, Friday, April 26, at 2:00 p.m. central as they discuss how the final rule will impact your practice, compensation, and sales processes. Register here: https://bit.ly/3QddXdK
💡The Consumer Price Index rose 3.5% in March, surpassing expectations and signaling an acceleration for inflation. Here's what you need to know: ▪️ This unexpected rise is largely due to increases in shelter and energy costs. 🏠⚡ ▪️ The Federal Reserve may delay interest rate cuts as a result. ▪️ This impacts you as an investor by potentially affecting market trends and the timing of your investments. ▪️ Stay informed and adjust your investing strategy accordingly. Remember, knowledge is power when it comes to managing your finances. #InflationUpdate #InvestingInsights #Financial Source: https://lnkd.in/eDd5tTWR
Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict...
https://lnkd.in/gpAvC4s7 Every step counts in the fight to end T1D 👟💙 JDRF One Walk, Cedar Rapids 2024: May 11, 2024 Support JDRF One Walk today and join the movement to transform life with type 1 diabetes (T1D). Your contributions drive us closer to a world without T1D. Please donate or find a JDRF One walk near you
Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions...
Following the Fed these days is like watching an endless point in a tennis match. The back-and-forth is causing anxiety, anticipation, more anxiety, and confusion. Atlanta Fed President Raphael Bostic suggested one cut. San Francisco Fed President Mary Daly noted no guarantees, and Cleveland’s President Loretta Mester said rate cuts may come later this year. Minneapolis President Neel Kashkari said that no cuts may be on the table, followed by Fed Governor Michelle Bowman, who said it’s possible rates may have to move higher to control inflation. Confused? You’re not alone. So are the financial markets. Market speculators now anticipate only one, maybe two, cuts this year. But as the percentages show, there's not much conviction in any outlook.
📣 Tax Day is April 15th. 🌞 Take a deep breath. 💼 Now, we can focus on other endeavors and enjoy the fruits of our hard work. 🌟✅ #TaxDay #April15 #GoodbyeTaxSeason
Even the wealthy make financial mistakes in retirement... https://lnkd.in/dfAGEPbr