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.
Financial Planning: Navigating Retirement

Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond.
Investment Planning: Recession and Markets

Against the backdrop of heightened political uncertainty and lower consumer sentiment, investors may have concerns about a recession.
Business Planning: Phase II – Defend – Internal Threats

To improve the odds that our business wins long term, it’s essential that we build up our defense against threats, both internal and external.
Financial Planning: Tariff Time

The International Trade Administration defines a tariff as “a tariff or duty is a tax levied by governments on the value including freight.”
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.