We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.
Our 2025 year-end newsletter highlights the progress and growth we’ve made as a firm while continuing to provide thoughtful financial planning, wealth management, and investment guidance. Inside, you’ll find updates on IPG’s community involvement, new initiatives across our departments, and introductions to our newest team members.
In our 19th Investor Education Series video, CIO Justin Larson takes five minutes to discuss the remarkable momentum we’ve seen over the past six months - what’s been driving these impressive returns, and why investors may want to hold onto a bit of caution as the rally continues.
In this five minute video hear our CIO, Justin Larson, explain global stock market trends, and how we’ve seen non-US stock markets take the convincing lead over US markets this year.
Markets evolve quietly - sometimes beyond the headlines. This short piece, Justin Larson, CFA, explores a few shifts and why a broader perspective still matters.
