Congratulations to our team members celebrating anniversaries the past few months: Scott Heins – 25 years Rusty Peterson – 12 years Gina Haenisch – 11 years Debra Melvin – 10 years Jesse Sindorf – 8 years BJ Sabol – 2 years Josh Oswald – 2 years Jason Ganiere – 2 years Alice Glick – 1…
Becky Fink joined IAG on April 17, 2024, as a Financial Operations Associate Becky has been working in the financial industry for over 25 years, servicing clients in Private Banking and Wealth Management. She began her career in Chicago at a large bank and trust company. She is very excited to be part of the…
Scott Heins’ son, Caleb graduated from Lakeside Lutheran High School on May 26th. He plans to attend UW-Whitewater in the fall to study cybersecurity and video game design. His daughter, Grace was confirmed on May 5th and graduated from St. Matthew’s Lutheran School in Oconomowoc on May…
Grants provided through the IAG Charitable Foundation paid out $3,750 during the months of March, April, and May to the following organization: World Orphan Fund The Roc Youth Center (Watertown WELS Youth Center) St. Marcus Lutheran School Chosen, Inc. If you would like to submit a grant request for a charity in which you are…
One could certainly make the argument that the 118th Congress is a minimalist organization. Since its inception in January 2023, this Congress has produced 63 bills that have been signed into law by the President. Eleven of those bills named or renamed federal buildings. Three of them appointed or reappointed citizen regents of the Board…
Speaking of minimalist actions, the Federal Reserve has been in standby mode since its last overnight interest rate increase on July 26, 2023. They did make a change to their “quantitative tightening” program when they gathered in early May. As you likely know, the Federal Reserve bought trillions of dollars of US Treasury bonds and…
BENEFICIARY REVIEWS Every three years, IAG advisors review beneficiary information in their client’s IRA’s, 401k’s, and other retirement accounts as well as on their life insurance policies. This is a very important exercise to go through because life happens, and things change. 2024 is a year for beneficiary reviews so as we meet with clients…
November was Long-Term Care Awareness Month. While November is behind us, any month is good for learning about long term care insurance. Even the U.S. Congress has urged “the people of the United States to recognize (this) as an opportunity to learn more about the potential risks and costs … and the options available.” We’re…
After a tame October inflation report, almost everyone thinks the Federal Reserve is done raising their target overnight interest rate for this cycle. The Federal Reserve is not so sure. Federal Reserve speakers have continued to emphasize that future actions are dependent on future data, and they will continue to take steps to bring inflation…
After grinding to a Speakerless halt, the U.S. House of Representatives has regained a limited form of functionality. How long this remains true is the big question. There are a relatively small, yet vocal, number of Representatives that are laser-focused on reducing federal spending. They also are demanding that all of the annual appropriations bills…