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Newlyweds
Get a Financial Head Start If you are newly married with no children, you may have a special opportunity to build your savings and investments. Financially, a married couple can be more than the sum of its parts. One spouse can work steadily, while the other studies...
What Retirement Plans Are Available?
When securing your financial future, saving for retirement usually is a no-brainer. But between an IRA, Roth IRA, 401(k), 457(b), SEP IRA, and the other retirement vehicles, how can you know which plan or plans are right for you? The answer often depends on your...
Hoping that 2022 is When You Retire Early?
A pre-retirement checklist to make early (or earlier) retirement a reality As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement...
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...