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Lori Watt, Founder and President

IAG News

There’s always something happening at Investors Advisory Group (IAG). From “Power Break” seminars, client appreciation events, and our Wealth Management Symposium to community and charitable activities by our advisors and staff, we invite you to see what we’ve been up to!


Last Wednesday’s blog highlighted the rarity of stock market record highs. That very same day the U.S. financial markets turned in their biggest drop of the year. No, we do not have prognosticative abilities. But we like it when the market helps prove our point.

In our view, last week Wednesday’s drop was a bull market jungle test.


Posted on: 2017-05-24 09:54:41

Record Highs

Over the last 8 trading days, the S&P 500 Index has reached 4 new record highs. That is fairly rarified air.

Since January 1, 1951, there have only been 1,161 trading days on which the S&P 500 reached a record high. That is less than 7% of all trading days.

This means that an undiversified portfolio holding only U.S. large cap stocks would be worth less than its peak value 93% of the time. Not very uplifting is it?


Posted on: 2017-05-18 06:34:50



I clearly remember May 10, 1990. The odds of snow that day in the Milwaukee area were 0% according to the weather experts.

Yet some areas in southeastern Wisconsin received over 7 inches of thick, wet snow that took down thousands of trees that had leafed out for spring. Some schools even had a snow day in May. Surprise!

Thunder Snow!


Posted on: 2017-05-11 07:57:06

Triple Crown

The 143rd running of the Kentucky Derby is scheduled for this Saturday, May 5. At roughly 2 minutes per race, this race has lasted a grand total of less than 5 hours over the last 142 years, yet it remains a ritual of the American spring with all of its peculiar traditions.

The Kentucky Derby is the first race of the elusive Triple Crown. To claim the trifecta, a horse must also win the Preakness Stakes and the Belmont Stakes. Only 12 horses have managed this feat.

Right now the jockeys of the financial markets are also seeking a triple crown

Posted on: 2017-05-04 08:49:00


Big decisions are tough to make. Some folks make a list of the all the advantages and disadvantages and ponder them for days before reaching a decision. Others do a little research and then go with their gut feeling. Still others completely avoid making big decisions because of the angst it causes.

Right now it seems like traders are employing all three of these strategies in determining whether stocks should be bought, sold, or just held

Posted on: 2017-04-27 03:23:46

Change Your Future

Yesterday was it. You either had to have your 2016 income taxes prepared or file an extension to buy more time from the IRS.

Today is day 109 of 2017. That means 30% of your 2017 tax return is already written.

Are there any changes you should be making now to rewrite the rest of your 2017 tax return based on your 2016 tax results?

Posted on: 2017-04-19 09:29:43

Less Predictable

Whether you agree or disagree with President Trump’s policies, most people will readily agree that he is very different than any other President they have observed over their lifetimes.

His decision-making process for taking action in Syria and North Korea will likely be overanalyzed, acclaimed, and derided for the next few weeks or even months. It seems likely that global leaders will continue to test him to gain clarity and perceived predictability on how he will react to different situations.

Posted on: 2017-04-11 12:21:52

Mistakes Were Made

The dawning of a new baseball season is always exciting. It means summer is just around the corner and expectations for your team are typically unrealistically optimistic.

Monday’s start for the Brewers launched them once again into the lead for the entire league in . . .

Posted on: 2017-04-04 02:54:11


Below are two definitions for the word skew:

• Make biased or distorted in a way that is regarded as inaccurate, unfair, or misleading

• To distort especially from a true value or symmetrical form

Given the political climate these days it may be almost instinct to think of “fake news” or “alternative facts” when you read these definitions, but our focus today is the SKEW Index.

Posted on: 2017-03-28 04:35:25

Irrational Exuberance

One of the most frequent questions our clients are asking us these days is, “When will the market correction come?”


Posted on: 2017-03-23 09:31:18

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