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

July 28, 2017

Technology Is Setting Some Financial Advisors Up for Failure

Financial advisors across the country have been swarming to software packages designed to assess the risk and return potential of an investment portfolio. Through the magic […]
July 24, 2017

3 Steps to Prepare for a Market Crash

I know this may come as a shocking revelation, but, yes, sometimes the stock market goes down. And every so often, it goes down really far, […]
July 19, 2017

What is an Index?

Ensuring consistently clear and accurate communication with the public is an enduring challenge of our profession.  It’s a complication that can be exacerbated over time as […]
July 12, 2017

Older Than 55 And Younger Than 59½? Be Careful Rolling Over That 401k

We’ve seen it too many times. A retiree under the age of 59½ equipped with a traditional IRA balance that is bursting at the seams and […]
June 28, 2017

Risk Relativity

Most have heard the expression, “No risk, no reward,” or some variant thereof applied to investment philosophies. Within that statement is a fundamental logic that dictates […]
April 25, 2017

Storms Are Best Prepared for In Advance

I lived on the west coast of Central Florida throughout the 1990’s. Almost every year, from late spring to mid fall, severe storms seemed to be […]

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