Investment Planning: A Lopsided Market

Although the year to date returns have been incredibly concentrated, so have the earnings in the market.
Business Planning: Concentration Risk

Supplier or vendor concentration risk is the vulnerability a business faces from over-reliance on a limited number of suppliers or vendors.
Financial Planning: Cautious Optimism Leads to New Heights

Market volatility is inevitable, but history shows patience and a long-term strategy often reward investors.
Investment Planning: Stay the Course

The stock market has been incredibly resilient so far this year, gaining 9.5% year to date.
Business Planning: Unplanned Events (The Five D’s)

Learn how to protect your business from internal threats like the 5 D’s (death, disability, divorce, distress and disagreement).
Tax Planning: Don’t Tip the Treasury, Please!

Avoid costly tax mistakes. Learn how proactive planning can help you keep more of your money and stop overpaying the IRS.
Financial Planning: Lessons from Warren Buffet

Warren Buffett recently announced he will be stepping down as CEO of Berkshire Hathaway at the end of the year.
Investment Planning: First Things First

Smart investing starts with a plan. Learn why asset allocation, not stock picking, drives long-term portfolio performance.
Business Planning: Key Employee(s) Dependence

80% of a company’s results are often created by 20% of their team, but what happens when those key employees leave?
Impact Advisors Group’s Matthew Williams Earns Prestigious AEP® Designation

IAG is proud to announce that Matthew Williams has been awarded the Accredited Estate Planner® (AEP®) designation.