Blog & Podcast

Find out what’s been on our mind


Our subject matter ranges from perspectives on financial markets and economic trends to upcoming strategic shifts within our managed portfolios. You will find all this and other periodic musings on this page, where we strive to deliver valuable insight that can be enjoyed by all readers, regardless of their level of financial sophistication.

Our podcast, The IRA Brothers, is produced by IMG Wealth Management advisors, Nick and Nathan Edwards. Each brief, to the point, episode is educational in nature and delivered with a light-hearted flavor that makes learning fun.

Newsletter & Articles

October 20, 2017
Bull's eye target carved and painted onto tree. Meant to represent an objective or target.

Objectives-based Investing for Beginners

October 16, 2017

Florida Prepaid Open Enrollment

The time is here. Open enrollment for Florida’s Prepaid 529 College Savings Plan has begun! When is Open Enrollment for the Florida Prepaid 529 College Savings […]
October 12, 2017
Orange autumn trees seen from the forest floor against a blue sky.

401k: After-tax vs. Designated Roth Account

Some confusion remains about the difference between after-tax contributions to a 401k plan and contributions made to a Designated Roth Account within a 401k plan. With […]
September 27, 2017

Total Wealth: Financial Capital & Human Capital

The wealth of an individual is often assessed in terms of assets that can be bought, sold, loaned, borrowed, and exchanged. While physical and financial assets […]
September 15, 2017

How Do Financial Advisors Make Money?

As shocking as it may seem, most financial professionals do not work for free. Unfortunately, the industry does not make discerning exactly how, or how much, […]
September 14, 2017

Can an Investment Portfolio be too Diversified?

“Diversification is good.” This is usually the first pearl of wisdom bestowed upon new investors who ask. After all, it has been known for a long […]

The IRA Brothers Podcast

Please enjoy the most recent episode of The IRA Brothers podcast.

Follow the link below to listen to previous episodes of The IRA Brothers.


Podcast Archive