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IAG Blog Spot

The Rescue

IAG Blog Spot 2017-07-18 12:52:12

This week’s blogger is Brad Carroll, Client Service Associate, Registered Paraplanner™

The sun was beginning to set over Pewaukee Lake Sunday afternoon. I was relaxing on my friend’s boat, enjoying the scenery. The water sparkled around us with the reflection of the bright orange light. We were looking forward to one of those picture perfect sunsets.

My friend, Tanya, and I were taking in the last moments of the weekend, but knew the time had come to start the engine and head home.

She turned the key in the ignition and all that could be heard, was the engine sputtering.

All Stars

IAG Blog Spot 2017-07-11 04:13:14

This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer

Last night Major League Baseball held its annual All Star game in Miami. The players on the two teams represented the best of the best as determined by baseball fans, players, and the Commissioner’s office.

So how many of last night’s 64 all stars were selected to the 2016 All Star Game? Only 21 (33%).

And how many of those 21 were chosen to participate in the 2015 All Star Game?

Roller Coasters

IAG Blog Spot 2017-07-06 06:42:03

This Week’s Blogger: Scott D. Heins, CFP®, IAG Chief Investment Officer

My family just returned home from our traditional summer camping trip. We spent the last full day of our vacation in Sandusky, Ohio, so that we could ride roller coasters at Cedar Point.

Cedar Point has been making people scream since it unveiled its first roller coaster in 1892 and, based on my observations, they are very good at what they do.


IAG Blog Spot 2017-06-29 01:42:15

It can be a struggle to come back to work on a Monday morning after a fantastic weekend.

Yesterday was one of those days.

As I walked through the front door of our office


IAG Blog Spot 2017-06-20 01:49:24

Have you ever heard the saying: There are two seasons in Wisconsin – winter and road construction?

I am reminded of this as my car comes to an abrupt halt behind a semi on the freeway.

As I sit in my car, waiting for the line of traffic in front of me to move, I think about that important virtue that my parents have tried so hard to instill in me – patience!<

Set Your Goal and Take Action

IAG Blog Spot 2017-06-13 05:44:39

It’s 5:30am, my alarm goes off full blast.

I pull myself out of bed, eat breakfast, pack my bag, and get my bicycle ready for the ride to work.

On this day, I am one of 0.6% of Americans bicycling to work.



IAG Blog Spot 2017-06-08 09:32:47

Many things in life are better when they are flatter: televisions, roads, pancakes, and aluminum foil all come to mind.

However, a bond yield curve is not one of them.

A bond yield curve chart graphically displays the difference in yield between shorter-term and longer-term bonds. Normally longer-term bonds have higher yields because of the many long-term uncertainties in the world.<


IAG Blog Spot 2017-05-30 04:59:26

Many students are or will be celebrating the end of another school year in the next week or so.

No homework. No tests. No lectures. For three glorious months. Perhaps the teachers even celebrate a bit as well.

Mr. Market also has a reputation for taking a summer break. “Sell in May and go away” is a common phrase thrown around by traders, but is it reality?<


IAG Blog Spot 2017-05-24 09:54:41

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.


Record Highs

IAG Blog Spot 2017-05-18 06:34:50

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?


Charlie Chaplin: “To help a friend in need is easy, but to give him your time is not always opportune.”


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