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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, November 18, 2020

To listen to the full recording, click here: RECORDED ZOOM VIDEO KEY POINTS: (00:36): Despite the election and a pandemic, we are in the midst of an economic recovery. We know the US economy has always been a bit resilient and dynamic...

Tuesday, November 3, 2020

The year 2020 will continue to surprise us and staying abreast of the latest important information is paramount. Below the Executive Summary, you will find greater detail. Executive Summary The beat went on in the 3rd quarter as Growth...

Tuesday, October 27, 2020

With the Presidential election less than 2 weeks away, investors are talking more politics and potential election outcomes than possibly ever before. Its fair to say there is some concern associated with the election this year with no...

Wednesday, September 23, 2020

Generational wealth planning is an essential part of long-term financial planning for your family now and after your transition. A comprehensive strategy doesn’t just focus on how to transition wealth to the next generation, but...

Friday, August 28, 2020

In light of the upcoming election, we thought it would be pertinent to provide you with an overview of the current economic situation. Below the executive summary, you will find greater detail. Executive Summary The S&P 500 achieved a...

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Friday, August 7, 2020

IM Wealth Partners, an independent financial service firm, has announced its continued support via sponsorship for The Richard D. Stephens Memorial Shepherd’s Shelf Golf Outing benefiting The Shepherd’s Shelf Food Pantry....

Wednesday, June 3, 2020

We had a great turnout for our webinar, in which Kristin Gavin, CPA of Barz Gowie Amon Fultz Certified Public Accountants, and I recapped the ever-changing Paycheck Protection Program (PPP) hosted by the Cindy Dickerman Team at Keller...

Monday, May 11, 2020

During the month of March, President Trump signed into law the largest stimulus in American history called the “CARES” (Coronavirus Aid, Relief, and Economic Security) Act. In the simplest terms, the CARES Act alters...

Friday, May 1, 2020

We had a great turnout for our webinar, held on April 22, 2020 during which our Partner, Fidelity Investments provided an update on both the economic and market outlooks for the US and abroad due to the Coronavirus pandemic. Whether...

Wednesday, April 8, 2020

What you need to know. Provided by Ian Meierdiercks When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s).In I.R.S. terminology, these withdrawals are...