Timely Topics

 

2023 Mid-Year Event - Recap

On July 27th, 2023, Gilbert & Cook hosted a mid-year update event, hosting an interactive panelist discussion on financial headlines in the news. Our panel included Chris Cook, CPA, CFA, Chief Investment Strategist, Megan Rosenstiel, CFP®, CDFA®,...

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Welcome Todd Henningsen

It is with great pleasure that we introduce our newest addition to the Gilbert & Cook team, Todd Henningsen CFA, CFP®. At Gilbert & Cook, we take...

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Iowa Homestead Tax Exemption for Claimants 65 or Older

On May 4, 2023, Iowa Governor Kim Reynolds signed House File 718 into law, bringing a new tax break for some. The new legislation establishes a...

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As seen in Fortune & Entrepreneur Magazines

Fortune & Entrepreneur Magazines honor Linda Cook as an Extraordinary Woman in Business! Originally Published in February/March 2023 Issue (Original...

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Announcing Marlis Gilberts Retirement in our 30th Anniversary Year

Pictured Partners: Jerit Tripp, Megan Rosenstiel, Marlis Gilbert, Linda Cook, Chris Cook and Brandon Grimm 2023 brings us a mixture of joy,...

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2022 Year in Review

2022 was definitely a year that we won’t soon forget. Through it all, we have plenty to celebrate. Here are some highlights from your Gilbert & Cook...

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SECURE ACT 2.0 - What you need to know

In the final days of 2022, Congress passed a new set of rules designed to make it easier to contribute to retirement plans and access those funds...

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Why is Life Insurance Important?

Life Insurance Misconceptions By Reece Oleson, CFP®, RICP®, CEPA Director of Financial Planning Life Insurance is an important financial planning...

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Wendy Stenberg joins Gilbert & Cook!

"I am thrilled to be joining the private wealth management firm of Gilbert & Cook where we are committed to helping people live more meaningful and...

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Cybersecurity Presentation - Event Recap

In today's world where everything is digital, how can you keep your data protected? We took a further look into this topic to provide clear...

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