World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
World Trend Financial
Recent News

My Daughter Has Narrowed Down the College Choices - How to Keep the Costs Down and How to Pay For It

The estimated cost to attend one of Iowa's state universities next year is in the $20,000 range. 529 plans are a place to save and use for paying college costs. It is not too late and should be funded even while students are attending collge.

Tapering: The Market's New Obsession

Since May of 2013, there has been a significant increase in the volatility of stocks. One of the primary drivers has been the much anticipated unwinding of the Federal Reserve's stimulus policy, a process referred to as tapering.

Supreme Court Ruling Helps Same-Sex Married Couples

On June 26, 2013 the Supreme Court struck down a provision of the Defense of Marriage Act (DOMA) that denied federal benefits to same sex couples who are legally married.
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Who We Are World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
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Our Partnership Our affiliation with the accounting and business consulting firm Terry Lockridge & Dunn gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs.
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  • As a small business owner, our decision to switch to World Trend Financial for our investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!

    -Maureen Osako, Owner of Informatics, Inc
    Cedar Rapids
  • They helped us transfer the ownership of our business to our nephew and we continue to work with them on personal finances. They are prompt and accurate. They advise us very well. We are very satisfied with their work.

    -Coleè Hospers, Fairfield – Client since 1997
  • My business was growing and I needed an accountant. They’ve helped with everything from tax advice and planning to business consulting and personal finances. They are great at what they do. I think their individual approach sets them apart. They get to know you and are very responsive.

    -Koleene Herlocker, Sylvan Learning Center
    Cedar Rapids – Client since 1995
  • World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on. We’ve recommended them to so many people.

    -Barbara Truemper-Green, Former owner of Interstate Interior Design
    Cedar Rapids – Client since 1994
  • We trust World Trend Financial with our future. You don’t need to be a millionaire to become a client. They’ll advise you to do what’s financially best for you to secure your retirement.

    -Alex Anton,
    Cedar Rapids – Client since 1987
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