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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


We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

Lori Watt and Susan Kuhlenbeck


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

Experiment

Summer finally arrived in southern Wisconsin just in time for Memorial Day weekend.

After being cooped up by COVID-19, many people decided beautiful weather was just what they needed to be out and about this past weekend with family, friends, and even public crowds.

What happens over the next 7-10 days will likely have a significant impact on public health policy and the financial markets going forward.

If current COVID-19 cases start climbing we can expect more stringent social distancing requirements to be put in place and a negative reaction from traders who have been optimistically projecting a return to “normal” sooner rather than later.

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Yearning for Earnings

Companies that earn profits are more desirable to own than those that don’t. That seems easy enough.

The real question is how early before profitability are you willing to own a company? Many companies lose money for years before they either gain traction or succumb to failure. Even companies like Apple and Microsoft were once floundering startups that faced numerous life-threatening challenges along the way to becoming global successes.

The current economic reshuffling makes it even harder to predict future earnings for companies big and small, and thousands of stock analysts are paid to calculate those predictions every day.

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Lost in Data

Accurate information is an extremely valuable asset when making life-altering decisions.

Excessive or inaccurate information is a liability that leads to confusion instead of clear-headed decisions.

While I am neither an epidemiologist nor a professional statistician, it appears to me that we may be getting lost in excessive and potentially inaccurate data in making COVID-19 response decisions.

Understanding both current and historical decision-making often requires two sets of data. One data set documents the evidence on which decisions are made. It is always incomplete and full of information gaps. Decision-makers never have access to real-time accurate data.

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