IAG Wealth Partners Blog
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Keep up to date with the Weekly Blog from the financial advisors at IAG Wealth Partners. 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.
IAG Wealth Partners Blog
3d ago
Yes, they have done it again. Last week the Internal Revenue Service (IRS) issued Notice 2024-35 which waives Required Minimum Distributions (RMDs) for specific retirement account beneficiaries in 2024. If you are or will be at least age 73 by the end of 2024, you still must take your RMD this year. If you own ..read more
IAG Wealth Partners Blog
1w ago
Last week’s Consumer Price Index report for March made it very clear that money still drives markets. Much of the financial market enthusiasm that erupted just prior to Halloween hinges on the theory that the Federal Reserve will bring the cost of money down in 2024. Initially, traders thought it would be a mere six ..read more
IAG Wealth Partners Blog
2w ago
I must admit I was not all-in on Monday’s solar eclipse. I did not purchase eclipse eyewear. I did not create my own eclipse observation tool. In fact, I was in a client meeting during the eclipse instead of outside. One of the more ear-catching eclipse phrases that stuck in my brain during the eclipse ..read more
IAG Wealth Partners Blog
3w ago
The Baltimore bridge tragedy is a solemn reminder of how a confluence of unexpected events have unintended and almost unimaginable consequences. Humans have been using large ships for decades. Yes, their size has grown significantly over the last 20 years, but all of the operating principles for safely steering a vessel have been in place ..read more
IAG Wealth Partners Blog
1M ago
Zeroes frequently mark either the beginning or the end. Every interstate freeway starts at mile marker 0. Every golf scorecard begins with 0. The day you are born is your 0th birthday (at least in American culture). Every college basketball game ends with 0:00 on the clock. Most Major League Baseball teams’ first official game ..read more
IAG Wealth Partners Blog
1M ago
Hello. This is Rusty Peterson, partner and wealth consultant at IAG Wealth Partners. Scott has been kind enough to let me sit in for him as he takes a much-needed break in Arizona to be with family. I have been writing a monthly podcast that focuses on building your financial house either on sand or ..read more
IAG Wealth Partners Blog
1M ago
This past week marks 15 years since the stock market bottomed during the Global Financial Crisis. Time has certainly helped to erase some, if not most, of the trauma. Thinking back on it, I find it incredibly difficult to put into words the oppressive sense of pessimism that pressured perfectly rational people to make incredibly ..read more
IAG Wealth Partners Blog
1M ago
Writing roughly 45 blogs a year for the last 8.5 years sometimes leaves me a little empty on the idea front, and yesterday I was struggling mightily for a topic or theme that would be at least semi-interesting to write about this morning. I wrestled with this most of the day and by the time ..read more
IAG Wealth Partners Blog
2M ago
Mike Kellen’s sons, Noah and Caleb each won their conference championships for the Wisconsin Lutheran Area Grade School Basketball conference. Both are students at and play for Christ the Lord Lutheran School. Chris Mitchell’s daughter Amaya qualified for the WIARA High School State Ski Race championship. She competed in slalom, giant slalom and super giant ..read more
IAG Wealth Partners Blog
2M ago
Grants provided through the IAG Charitable Foundation paid out $500 in the 1st quarter of 2024 to the following organization: Overland Missions, Cocoa, FL If you would like to submit a grant request for a charity in which you are involved, please use this link to complete the request. The organization is required to be a ..read more