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
The cyclically adjusted price-to-earnings (CAPE) ratio for the S&P 500 represents the inflation adjusted price of the S&P 500 divided by the rolling 10-year average of […]
July 28, 2017
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
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
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
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
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 […]