Serving the clients of IAG Wealth Partners, IAG Insight is a quarterly publication written by IAG staff that provides financial and wealth management news with a focus on how it impacts our clients.

Current issue content below

IAG Insight

Why Women Need Life Insurance

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,…

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IAG Insight

September Inside the Beltway

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…

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IAG Insight

Welcome BJ!

B.J. Sabol joined your IAG team as a Financial Operations Associate on April 22nd. He grew up in the Lake Country area and graduated from Lake Country Lutheran High School in 2014. After graduation, he headed west to attend a junior college in California with the dream of one day playing Division One baseball. After…

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IAG Insight

September IAG Grapevine

IAG Grapevine Mike Kutz’ son, Sam, and his wife, Emilie, celebrated the birth of his first grandchild, Ivy, on August 22. Rusty Peterson, and his wife, Marna, moved from Menomonee Falls to Delafield and adopted a 1-year-old Rottweiler named Nelli. Mary Paul purchased a home in Footville, Wisconsin, in May. Josh Oswald and BJ Sabol…

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IAG Insight

Inside the Beltway

Legislation update Having expended a significant amount of political capital pushing the Build Back Better without passing it, Congressional leaders are mulling how to pass pieces of this legislation before the end of the 117th Congress. Given current inflation readings, it is unlikely that additional government stimulus is needed. Thus, legislators are more likely to…

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IAG Insight

Welcome, Kyle!

Kyle Bence joined our IAG team on January 17 as a Financial Operations Associate and will be working primarily with Lori Watt’s clients. His plans include learning the financial planning process, passing the required regulatory exams, and becoming a financial advisor. His primary goal is to serve others while listening carefully. This served him well…

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IAG Insight

High Inflation: How Long Will It Last

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It’s not surprising that a Gallup poll at the end of March found that one out of six Americans considers inflation to be the…

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IAG Insight

Holding Equities for the Long Term

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye toward the long term is particularly important with stocks. Historically, equities have typically outperformed bonds, cash, and inflation,…

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IAG Insight

Warren Buffett on How to Plan for Inflation

Inflation swindles almost everybody – stock investors, bond investors… We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and his long-time associate, Charlie Munger (who is 98), choose…

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