Pretend October is a great month to pretend. Children will soon be wandering your neighborhood pretending they are a superhero, a monster, or anything else their imaginations can conjure up. They will pretend to intimidate you with the innocent threat of providing them with a treat or being on the receiving end of a trick.…
Marathon One of the main themes you’ll read about in our blogs is that unexpected things happen, no matter how well researched you are or how consistent past performance has been. But keeping your focus on the overall goal is crucial to managing those ups and downs. This is especially true with the very unpredictable…
On Sunday, September 29, the Green Bay Packers hosted their friendly purple rivals from the West at Lambeau Field. Things did not go well. Mistakes were made. To be truthful, many mistakes were made. In successfully bludgeoning themselves into a lopsided 28-7 deficit halfway through the game, the Packers managed to accumulate: 2 interceptions 2…
Last week my wife and I took a 30th wedding anniversary trip to Hawaii. We adventured up Haleakala, took the Road to Hana, traversed Volcanoes National Park, went snorkeling at Molokini Crater, and visited Pearl Harbor. The weather was fantastic, the beaches were splendid, and the overall experience was delightful. So why is this blog entitled…
If you’re like me, every time you open social media, there’s always a new post about a quick way to make money. Usually, it’s a tip on a stock someone is predicting will shoot up, a sports betting trend that has been hitting lately, or the latest cryptocurrency ready to take off. The person posting…
On April 1, 2022, the bond market made headlines, and not in a good way. The 2-year Treasury note closed that day earning 2.44% per year for the next 2 years. And the 10-year Treasury bond closed that day earning just 2.39% per year for the next 10 years. Thus, an official “yield curve inversion”…
Ah, September! Beautiful days. Cool nights. Crisp and refreshing. Kids are back in school. Daily routines are starting to fall into place. Normalcy. What is not to like? Unless you are one of those people who prefer that your investment values rise instead of fall. Then, at least historically, September may not be your month.…
Obstacles Last week was my annual Camp Bike Think week. As the name implies, I go camping by myself with our family’s pop up camper, go biking on some Wisconsin state trails, and spend some time working on projects, improving processes, and reading. This year I successfully biked the Sugar River State Trail from Brodhead…
Welcome I consider myself incredibly lucky to have recently joined the IAG family. Every company tries to sell their job applicants on their “incredible workplace culture” but after interviewing with a number of companies during my job search, it was clear to me immediately that IAG was different. They really meant it. Every single one…
Multi-Generational Planning: Unlocking the Power of Compound Growth When it comes to wealth management, especially for those with multigenerational family businesses, planning across generations is not just a strategy—it’s a legacy. The concept of multi-generational planning is about more than just preserving wealth; it’s about growing it and ensuring that future generations are set up…