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Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

 

 

What's New

Highs

Over the last week the S&P 500 Index, an index that tracks U.S. large cap stocks, has set a number of new record highs.

The drought between record highs lasted from late July to late October as traders digested an on-again-off-again trade deal with China, gradually weakening economic reports, and political developments in the U.S. and Europe.

Reaching a record high and maintaining upward momentum are two very different things.

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Stingy Jack

Children and their parents cumulatively spend millions of hours across the country carving pumpkins for Halloween.

Even IAG’s competitive pumpkin carving teams took part in the tradition this year.

Why do we cut holes in the top of large orange gourds, scoop out their innards, poke holes in them, and then light them up?

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Electionitis

Every four years or so we find that reliable long-term investors become susceptible to a pernicious disease I like to call electionitis. This election cycle it seems to be getting an early start.

I believe electionitis is a contagious virus which cannot be treated with typical antibiotics. The major symptom of electionitis is that it causes otherwise rational investors to believe that cash is the only appropriate investment until the next election is over and “things settle down.”

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