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Financial
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Upcoming events

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Investing: Asset Allocation 101

Investing with the knowledge of proper asset allocation

Mike Finley

Saturday, August 14th

10:00am - 11:30am

Zoom (Contact Mike for details)

Fin Heads Meeting

Group Discussion on Learning About Finances

Mike Finley

Saturday, August 28th

10:00am - 11:00am

Big Pavilion at Gateway Park in Cedar Falls

Financial Literacy Kickoff Event

An Introduction to the World of Money

Mike Finley

Tuesday, September 7th

6:00pm - 7:30pm

Main Ballroom in Maucker Union on UNI Campus

Creating the Best Investment Portfolio for Every Stage in Life

Investing is simple. Not always easy, but simple.

Mike Finley

Saturday, September 11th, 2021

10:00am - 11:30am

Zoom (Contact Mike for details)

There are many more events/classes in the upcoming months. Click below to see the full list, and filter by month or class type if you wish.

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Quick links

Personal finance

Investing + retirement

Insurance + taxes

financial literacy quiz

Books by mike finley

Financial Happine$$

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What Color is the Sky

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Graduation!

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Now What?

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Quote of the Week

“Investors, like pilots, operate in a complex environment. The environment occasionally produces moments of stress… The primary cause of investor failure is the behavior of the investors themselves. Many of them are their own worst enemy. To put it bluntly, they haven’t yet learned to resist the overwhelming urge to do stupid things with their money. Investors, like pilots, can benefit from disciplined, rational, and logical thought processes when the pucker factor rises.”

--

Frank Armstrong III

,

The Informed Investor

the stamp of approval

If you take control of your life, by taking control of your money, you won’t need this stamp. However, if you are awarded this stamp, you will have been inducted into an exclusive group, known as the FinHeads.

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Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

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