News Archive



34 Items Found

       Proper Planning Prevents Poor Performance...
modified 11/06/2009

We've all heard this saying, but just how true is it? read >>

       How Are We Doing?
modified 9/10/2008

Please take three or four minutes to help us serve you better! We have a brief, six-question survey to gauge the quality of our services and seek areas in which we can improve. read >>

       Recent Homebuyer Information
modified 7/01/2009

This timely information is important for recent homebuyers to be aware of. Please read these tips to take full advantage of these money-saving opportunities. read >>

       Governor Culver Announces New Disaster Program
modified 7/01/2009

New Program Will Assist Landlords Impacted by 2008 Storms and Floods. read >>

       Corridor Business Journal Industry Leaders
modified 12/22/2009

The Corridor Business Journal recently announced industry leaders in which Terry, Lockridge & Dunn and World Trend Financial were named. Thank you to our wonderful clients! read >>

       Allocating your 401(k)
modified 7/01/2009

With the majority of retirement savings in 401(k)'s, it is amazing that people spend less time allocating their 401(k) than they do planning their next vacation. read >>

       Understanding Market Volatility
modified 10/14/2009

Understandably, some investors have been shaken by recent stock market volatility. But they would be well served to ignore the temptation to wait to invest or pull out of long-term investments. Read on to see why.  read >>

       Seller Beware!
modified 7/01/2009

Throughout these difficult months, the most common question asked has been: “Should I move my assets out of equities and into cash?” Our answer has been, and will continue to be, NO. Consider the following...  read >>

       Errors in Economic Stimulus Payments
modified 9/03/2008

Some citizens have been finding errors in the calculations of their recently received economic stimulus payment. Read on to find out what you can do if you feel your payment has been miscalculated... read >>

       Market Q & A with the World Trend Advisors
modified 7/01/2009

With the markets in such fluctuations, we have been hearing a number of questions regarding this economic downturn... read >>

       Stimulus Payments Starting Early
modified 9/03/2008

Treasury Department says it will deposit the first 800,000 payments four days earlier than expected in effort to boost economy. read >>

       The "Worker, Retiree, and Employer Recovery Act of
modified 7/01/2009

Congress passed the following bill and it was signed into law by President Bush on 12/13/08: The "Worker, Retiree, and Employer Recovery Act of 2008" read >>

       2008 Economic Stimulus Act Facts
modified 9/03/2008

The recently passed Economic Stimulus Act of 2008 is designed to jump-start the U.S. economy by getting more than $100 billion in one-time rebates into taxpayer’s hands. read >>

       Economic Stimulus Payment Schedule
modified 9/03/2008

See the stimulus payment schedule for tax returns received and processed by April 15, 2008. This outlines what date you can expect to receive your disbursement depending on the method of payment.  read >>

       Open Enrollment Period for Medicare Advantage Plan
modified 3/31/2008

It is not too late to join or switch Medicare Advantage Plans. Find out more about this open enrollment period. read >>

       Year-End Financial Planning: A Checklist
modified 2/27/2008

The end of the year is a time for assessments, renewal and resolutions. This process includes reviewing your financial situation to make sure you are achieving your goals. read >>

       Television Ad
modified 1/28/2009

View our television ad, aired during the KCRG Sunday night news at 10:00. read >>

       2007 Third Quarter Market Summary
modified 2/27/2008

A broad mix of factors affected the U.S. financial markets in the third quarter of 2007. read >>

       Building Green Piques Interest
modified 1/28/2009

Several new Iowa projects incorporate environmentally friendly principles. Construction is scheduled to start soon on a green building that will be the new offices for Terry, Lockridge and Dunn and World Trend Financial. read >>

       TLD & WT 2008 Company News
modified 1/22/2009

From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2008! read >>

       FAQ About New Medicare Part B Rules
modified 7/01/2009

The Medicare Modernization Act of 2003 changed how Part B premiums are calculated for some higher income beneficiaries. Read on to see if these new rules will affect you. read >>

       Winter 2008 Financial Newsletter
modified 1/28/2009

Read our real tips for the upcoming tax season and for changes in IRA rules. read >>

       2007 Tax Letter
modified 4/02/2008

Dear Survivor of Reality TV... read >>

       2006 Tax Letter
modified 4/02/2008

Dear Survivor of (choose from the following tax bills passed in the 109th Congress... read >>

       2005 Tax Letter
modified 4/02/2008

Dear Survivors of an incredible number of attempts at reforming the tax code... read >>

       2004 Tax Letter
modified 4/02/2008

Dear Survivor of Even More Tax Reform... read >>

       2002 Tax Letter
modified 4/02/2008

Dear Survivor of Weapons of Mass Destruction... read >>

       2003 Tax Letter
modified 4/02/2008

Dear Survivor of Wars, Stock Market Vertigo and JGTRRA... read >>

       2001 Tax Letter
modified 4/02/2008

Dear Fellow Patriot... read >>

       2000 Tax Letter
modified 4/02/2008

Dear Survivor of Dimpled Ballots, Dangling Chads and Suspended Election Results... read >>

       1999 Tax Letter
modified 4/02/2008

Dear Survivor of .com Mania... read >>

       1998 Tax Letter
modified 4/02/2008

Dear Survivor of "Monicagate"... read >>

       1997 Tax Letter
modified 4/02/2008

Dear Survivor of El Nino... read >>

       1996 Tax Letter
modified 3/03/2010

Dear Survivor of Election Promises... read >>