The Monthly Rundown (May 2019)



We are off to a nice start in 2019 as stocks continue to rebound from their December 2018 lows. Conveniently, the weather in Iowa has also began to rebound from its’ December lows! As we head into spring I am more confident than ever in your individualized financial plans. I am investing in more technology to provide even more value to my clients. Be sure to look out for the “2019 Technology Enhancements” article next month. Also check out the events section for information on the event lineup for 2019

Monthly Economic Update

Be sure to read the blog article for May. It is a piece I wrote breaking down the U.S. National Debt and how it may affect you in retirement.

Industry Article – Shopping in 2027

This month I chose a video instead of an article. The video is interesting and whether it is accurate or not it serves as a reminder to continually progress and grow as to not be left in the past. Click to watch

Can’t Miss Social Events



Iowa Cubs Outing – June 21st, 2019

I will be hosting a tailgate prior to the game in the parking lot. Lockwood Financial Strategies will provide Burgers, Brats, Beer, Water, and Pop. The tailgate will be from 5:00 p.m. until gametime at 6:30 p.m. Due to the attendance numbers and the addition of new clients we will be sitting in a “group” area of the ball park. Fireworks will follow the game. This event is Child/Grand Child Friendly.

RSVP by 06/17: Click to Register

Jasper Winery – Sip and Savor

A time to relax and be appreciated. New Friendships are often developed as clients are able to socialize with likeminded individuals. This is always a favorite client event. Please feel free to bring a guest or two! We appreciate the introductions. There is no charge for this event, but it is an invite only event. Each attendee will receive 2 complimentary drink tickets. We will be enjoying the amazing dueling pianos of Pianopalooza!

RSVP by 06/17: Click to Register

Educational Opportunities


Join us online for:

06/18/19 or 6/20/19 – Social Security

What Baby Boomers Need to know to Maximize Retirement Income – Register Here 6/18/19 or Register Here 6/20/19

TBD – Medicare Education


Join us in person for:

06/27/19Social security

What Baby Boomers Need to know to Maximize Retirement

Register Here

TBD – Medicare Education



Monthly Video for Introspection 

Alright Alright Alright….time for you to assess “What is success to you”? “Whatever your answer is, don’t choose anything that will jeopardize your soul. Don’t spend time with anything that antagonizes your character”.


Philip Lockwood Founder + Managing Partner

Address:3100 Ingersoll Ave. Des Moines, IA 50312

Phone: 515-274-8006

Fax: 515-274-8033


Website: Lockwood Financial Strategies


Securities offered through Parkland Securities, LLC, member FINRA ( and SIPC ( Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC