blog
Our Blog
Today’s Most Common Investment Mistakes – A Unique Perspective
As a financial professional providing counsel to clients across multiple generations, and with regard to various concerns, questions and objectives, I have witnessed common investment mistakes (both perceptions and behaviors) that undermine the probability of success...
Beyond Investing: As Trusted Resources and Financial Professionals, ICG next Counsels Clients Across Multiple Generations
There’s a widely held belief that a financial advisor assists with investments. While that may be true with many advisors, the scope of advice and counsel at ICG next extends well beyond simply investing. “It doesn’t take a genius to pick a good mutual fund,” says...
Are You a Financial Professional Considering a Firm Change?
Over the course of my 26-year career in the financial service industry, I have spoken with hundreds of financial advisors who expressed an unwavering commitment to changing firms / broker dealers in an effort serve clients in a more holistic, objective and meaningful...
Your Financial Future – Planning for 2021
Good riddance 2020, welcome 2021… For the past 26 years, the professionals at ICG next have counseled clients across multiple generations on those topics (planning effectively for educational expenses, ensuring a smooth and orderly transition of wealth, philanthropic...
Looking at the Past Year and Setting up Investments to Lessen Tax Burden
Death & Taxes – as the old saying goes, the only two guarantees in life. While there are many polarizing, unpopular topics in one’s life, no one topic is arguably more polarizing than taxes. As a financial professional providing counsel to clients and their...
November Food Drive: Come Help ICG next Support a Great Cause
In an effort to create some positivity and help those in desperate need in a very challenging year, ICG next has partnered with Fulfill (formerly Monmouth County Food Bank) to organize a food drive. Fulfill is a worthy local organization that helps fight the battle of...
Redefining Service: Our Policy of ‘Service Before Self’ at ICG next
As a consumer, I have watched as the very definition of service, not to mention its delivery, has sunk to an unprecedented low. Service associates rush to conclude a call, routinely provide misinformation and generally don’t care about the well-being of the very...
Organizational Sustainability: ICG next Sets Out on a Quest for the Brightest, Disciplined and Most Motivated Individuals to Begin or Continue a Career at Our Firm
Often ignored by advisors and overlooked by clients is the importance of organizational sustainability – the ability for an organization to continue unparalleled service and meaningful counsel to its clients in the event a team member (s) is no longer with the...
Becoming ICG next, Intellectual Capital Group Rebrands More Than Just the Name of Their Financial Services Company
Evolution, like death and taxes, is inevitable – things change. Unfortunately, change is something that folks often wish to avoid at all cost. After all, change for most is both painful and unpleasant – or is it? Truth be told, when one chooses to shape change in a...
The Four Cornerstones of Success: Wisdom, Insight, Knowledge and Experience
Contrary to popular belief, financial success is NOT a function of what financial services firm is chosen (Merrill Lynch, Edward Jones, LPL Financial, Ameriprise Financial etc.) or what investments vehicles (mutual funds, annuities, stocks, etc.) are utilized in the...