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.
IPG 401(k) Q&A segment 2 addresses the ever present worry of, "When can I retire?". See the four aspects that go into our comprehensive planning process for clients personal situations.
IPG's 401(k) Q&A first segment addresses, "Should I do Pre-Tax or Roth Contributions?". By addressing your current and future tax situations, we can make a decision in line with your long-term financial goals.
In this Investor Education Series, we speak directly to that prospect of falling interest rates. This 10 minute video provides IPG’s perspective on how you should approach your cash investments as we enter a new phase of this interest rate cycle.
“Past performance is no guarantee of future results.” In this short piece we dive into that disclosure, some evidence behind it, why most investors still ignore it, and a common psychological bias or mental shortcut our brains exhibit that if we’re aware of, can help us make better decisions, both in the markets and outside of them.
