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Lori Watt, Founder and President

IAG Blog Spot


IAG Blog Spot 2017-11-21 01:35:32

This Thursday is our Thanksgiving national holiday, a holiday formalized during one of the most difficult periods of time in our country’s history. One hundred fifty-four years later we know our country not only survived the Civil War, but has developed into one of the wealthiest and more powerful countries in the world. That was far less than certain at the time of President Lincoln’s proclamation.

We are truly blessed.



IAG Blog Spot 2017-11-15 08:11:00

I am not sure about you, but my Vitamin D levels are getting pretty low these days. The seasonal transition from summer to winter always brings with it splashes of leafy color among many gray days.

The market is undergoing a seasonal change right now as well.

Offense = Defense?

IAG Blog Spot 2017-11-08 10:06:32

Watching the Packers game on Monday night was painful. It became very clear that our defensive scheme and/or defensive players are not up to the task.

It is amazing how a significant injury to a key offensive player has caused the defense to go from mediocre to unsightly.

Having a high-powered offense can cover a lot of defensive faults.

Is It Over?

IAG Blog Spot 2017-11-01 09:43:14

This week’s blog is adopting a slightly different format – a question and answer session based on recent client conversations with “over” themes.

Is the market overvalued? Relative to historical averages, yes. But “overvalued” only has a long-term impact on future returns. It is not a short-term indicator of market direction.

Is the Russia collusion probe over?

More Now

IAG Blog Spot 2017-10-25 10:07:49

More. Now. Sounds like a great motto for the American consumer, doesn’t it?

We like more. And we like it now.

Congress appears to be adopting this same attitude as they wrestle with rewriting the tax code. Numerous reports have surfaced that they are considering reducing the tax deduction for contributions to employer-based retirement plans by 70-80%.


Black Monday

IAG Blog Spot 2017-10-18 08:45:42

Tomorrow marks the 30th anniversary of Black Monday – October 19, 1987. On that fateful day the S&P 500 Index plummeted 20% in one day, along with most stock markets around the world. Many of us can only imagine the chaos.

Lori Watt, who founded Investors Advisory Group in 1985, remembers that day like it was yesterday. She describes panicked client phone calls,


IAG Blog Spot 2017-10-11 10:36:12

Last week State Farm released their 15th annual deer claim study which calculates drivers’ odds of striking a large animal with their vehicle based on insurance claims.

Wisconsin climbed from 6th place to 5th place this year for the most vehicle-deer collisions. The odds of a Wisconsin driver striking a deer in the last 12 months came in at 1 in 72 (1.4% of drivers).

Which One?

IAG Blog Spot 2017-10-04 10:02:18

The Milwaukee Brewers certainly exceeded expectations this year. The story goes that they remained in contention for a playoff spot for 161 games out of a 162 game season, and missed out on a playoff spot to the Colorado Rockies because they did not hold on to a 6-run lead in Saturday’s game versus St. Louis.

While that story makes for interesting headlines, it is blatantly false.

Man With a Plan

IAG Blog Spot 2017-09-27 01:25:12

Last week I found myself at a friend’s house enjoying a beautiful September evening. I was introduced to several new people and engaged in many conversations. We discussed a variety of different topics and in keeping with the usual small talk routine, nothing real controversial or polarizing came up.

I took note of one of the guest’s running shoes and mentioned to her my love for running and exercise. She immediately perked up and shared, in great detail, her passion for running. She then asked me specific questions about my routine: Where do you run? How often do you run? How fast do you run?

I answered her questions and was shocked when she began to criticize each one of my answers.


Up Again

IAG Blog Spot 2017-09-20 10:00:30

This weeks blogger is Scott D. Heins, CFP® and Chief Investment Officer

Three weeks ago our blog focused on the Deceiving Real-Time Slow Motion Stock Market Correction that occurred through the summer months.

We observed that stock prices had moved very little over the summer while earnings estimates had climbed, creating an environment where stocks in general appeared to be reasonably priced instead of extremely overvalued as they were in the spring.

Ever since that blog there has been nothing slow motion or deceiving about the stock market’s direction.

Dr. Meredith Grey (Grey’s Anatomy): “Maybe we’re thankful for the familiar things we know. And maybe we’re thankful for the things we’ll never know.”


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