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

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 […]
September 1, 2017

Investor Risk Tolerance: Ability & Willingness

Correctly identifying an investor’s risk tolerance is critical for productive investing over the long-term. The limits identified by a given tolerance for risk can typically establish, […]
August 19, 2017

Florida Retirement System Investment Plan

This article is meant to serve as a caution flag arising from a somewhat alarming trend that the Florida financial advisors with our firm have noticed […]
August 9, 2017

Investment Portfolio Diversification

In the investment world, “Diversification is King” is a mantra almost as popular as “Buy Low, Sell High,” and, for some, it seems almost as difficult […]
August 6, 2017

401k Required Minimum Distribution (RMD)

Do you have to take a required minimum distribution (RMD) from your 401k like you do from your Traditional IRA? It depends. Like a Traditional IRA, […]
August 1, 2017

The Very Basics of Income Taxation

Despite being the system all of us have spent our lives beholden to, I’ve found very few individuals fully understand how our government taxes personal income.  […]

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