When Headlines Worry You, Bank on Investment Principles
Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment principles.
Impact Advisors Group (IAG) is happy to announce that our Chief Executive Officer, Brandon Jordan, has been awarded Enrolled Agent status. Enrolled Agents (EAs) are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
In a very real sense, Enrolled Agents are America’s tax experts!
EAs are federally empowered by the U.S. Department of the Treasury to represent taxpayers before the IRS. EA status is the highest credential awarded by the IRS and is recognized across all 50 U.S. states.
IAG works closely with each of the members of a client’s Success Team. The EA status will equip IAG to have a larger impact with the CPA members of the Success Team.”
FREE FINANCIAL ASSESSMENT
With all the uncertainty and volatility in today’s economy, the time is now to take a thorough look at your finances. To accurately plan for your financial future, you must first know where you currently stand. For these reasons, our Success Team at Impact Advisors Group is offering a free financial assessment for both individuals and business owners. Request yours today!
This post was prepared and first distributed by Wendy J. Cook.
Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment principles.
While we rarely comment on breaking news, we feel it is worth talking about the current, growing number of regional bank runs.
When it comes to calculating your true net worth, it involves a lot more than simply adding up your investment accounts and deducting money owed.
What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.