Investment Planning: Protecting Your Investments
When we experience bouts of market volatility, it can be disconcerting to watch our account balance decline in value.
Business Planning: Focus on the Fundamentals
In times of uncertainty and/or adversity, refocusing on the fundamentals is a time-tested solution.
In Shaky Times, Investors Should Hold Their Nerve
When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?
Jon Bock Promoted to Director of Tax Planning at Impact Advisors Group
IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group.
Financial Planning: Financial Fitness
Financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health.
To Roth or Not To Roth: That Is the Question
Should you do Roth conversions? You want a definite answer. Unfortunately, the always present “it depends” is the real answer.
Business Planning: Having the Right Team Can Help You Go Far(ther)
If you want to go far, go together. Let’s explore some of the reasons why having the right team can help you go far(ther).
Tax Compliance vs. Tax Planning: Which Is Right for You?
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
Market Valuations: Is this Time Really Different?
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
Business Planning: 10 Reasons to Engage a Personal CFO
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.