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An Investment Advisor from the Old School.

An Investment Advisor from the Old School.

We’re pleased to be able to offer our investment management clients the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals in Omaha. Matt Holloway and Katerina Wiese have both earned this certification from the CFP Board. The CFP Board has rigorous education and experience requirements, and they maintain high ethical and professional standards. A CERTIFIED FINANCIAL…

If you search online for a highly-rated financial advisor in Omaha, you will find reviews by such firms as AdvisoryHQ. We are pleased that America First is often included. Some of these reviews give great weight to how much money the financial advisor manages. Others look at more important details, such as the qualifications of…

For the fourth year in a row, America First has been named one of the “Top 8 Best Financial Advisors in Omaha” by AdvisoryHQ, an unbiased third-party research organization. “We’re pleased to be recognized again by AdvisoryHQ as one of the top financial advisors in Omaha,” said Eric Ball, CEO of America First. “They place…

The Wall Street Journal ran a story recently about cannabis-infused beverages. Soft drink companies, international brewers and the speculating public have wagered billions on such a product. They claim it reduces stress, relieves pain and promotes better sleep. One question that apparently didn’t come up – at least until the Journal reporter came along –…

Sometimes I hear financial salespeople in Omaha say that “dividend investing” is one of the safest strategies an investor can follow. I disagree. Buying stocks in order to get dividend yield can be dangerous. First, dividends can be manufactured. For example, you can pay yourself a 10% “dividend” every year if you put your money…

In early May, tens of thousands of people came to Omaha for the Berkshire Hathaway Annual Meeting, hosted by Warren Buffett. The event brings in millions of dollars for hotels, restaurants and retailers. Almost every hotel room was booked. We resisted the temptation to rent out a spare office to overnight guests, but we did…