Investment Planning: Protecting Your Investments
May 5, 2025
When we experience bouts of market volatility, it can be disconcerting to watch our account balance decline in value.
When we experience bouts of market volatility, it can be disconcerting to watch our account balance decline in value.
In times of uncertainty and/or adversity, refocusing on the fundamentals is a time-tested solution.
When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?
IAG is very excited to announce that Jon Bock, CPA/PFS has been promoted to Director of Tax Planning at Impact Advisors Group.
Financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health.
Should you do Roth conversions? You want a definite answer. Unfortunately, the always present “it depends” is the real answer.
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 is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.
Are you familiar with how our federal tax code originated?
The goal of a cost segregation study is to identify and reclassify the various components of a property to take advantage of shorter depreciation periods.
Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.
Unfortunately, many business owners only/primarily look at revenue as the metric to assess growth. This can lead to disastrous outcomes!
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted.