blog
Our Blog
Let’s Talk About Inflation
As the saying goes, hindsight is 20/20. Thus, and in keeping with the same, one will only know if inflation is permanent or transitory after the fact or perhaps when it is too late, as often is the case in the world of investing. With that in mind, I suggest that one...
Analyzing the 2021 Midyear Outlook: U.S Economy Shows Plenty of Momentum
In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains sound and will likely support strong profit growth and...
Gaining Insights in a Shifting Financial Services Industry
As the old saying goes “the more things change, the more things stay the same.” While the same might be true, there are many instances / “things,” where change is both consistent and rapid – “things staying the same” being anything but reflective of the truth. One...
How to “Crash-Proof” Your Retirement: Navigate Times of Uncertainty With ICG next
With many of the financial markets trading at / near all-time highs, clients are often waiting for the “other shoe to drop” so to speak – thinking that trouble must be lurking around the next corner simply because the “market” has been so “friendly.” Yet historically,...
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...