The following IAG team members have studied, tested, and passed the following exams (SIE is Securities Industry Essentials): BJ Sabol: Series 7 and Series 66 Brad Carroll: SIE Josh Oswald: SIE Kyle Bence: SIE Mark Wieselmann: SIE
Jesse Sindorf and his wife, Hannah, welcomed their third child, Bennett, on April 6th. Jennifer Von Ruden’s daughter, Rebecca, graduated from Carthage College with a Bachelor of Arts in Computer Science and a double minor in Communication and Religion. Susan Kuhlenbeck’s granddaughter, Sara, was inducted into Phi Beta Kappa and graduated suma cum laude from…
This quarter the IAG Charitable Foundation made a grant to support Hope for Hadley sponsored by St. Paul’s Lutheran Church in Oconomowoc. Hadley McCormack is a six-year-old girl battling a brain tumor. You can learn more about Hadley’s story by visiting this website. If you would like to submit a grant request for a charity…
Was May 3rd the last rate hike this economic cycle? Based on what we know right now, odds favor a yes answer to that question. The Federal Reserve’s highly aggressive interest rate-hiking campaign which started in March 2022 is definitely having an impact. However, the full impact of each rate hike is not really known…
April tax receipts fell short of expectations, accelerating the date of potential default if the debt limit is not increased. This caught both the President and Congress off guard as they were prepared for a July or August default debate. The most likely outcome of this accelerated timetable is a temporary debt limit extension to…
Anne Sapienza married Tim Johnson in a small backyard ceremony on September 24. They honeymooned in Italy. Gina Haenisch and her husband, Kurt, celebrated their 40th wedding anniversary on September 18. Mike Kutz’ son, Sam, passed his final CPA exam in September and, along with his wife, Emily, had Mike’s first grandchild, Ivy. Bill Otto…
Lindsay Lavine joined the IAG team as a Financial Operations Associate in July. She works primarily with Mike Koerner and his clients, but also contributes as other team needs arise. Lindsay passion is helping people. In her previous role with Hub International she assisted employees with their group benefits. Lindsay was drawn to IAG because of…
Inside the Beltway: Congress With the elections over, the 117th Congress will be working to finish up all sorts of loose ends before the end of the year using a so-called “lame duck” session. One of those loose ends could impact the rules for retirement accounts. The Securing a Strong Retirement Act of 2022 (SECURE…
Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. At the very least, life insurance can help pay for the costs of funeral and burial services, estate administration,…
The President signed into law the Inflation Reduction Act on August 16. This mono-partisan 730-page bill addressed several Democratic priorities and passed the Senate and House on strictly party-line votes. With this budget reconciliation bill out of the way, Congress departed for their traditional August recess. When they return to Washington in mid-September, they plan…