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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!

Medals

My family finds the Olympics mesmerizing. We probably spend more time watching broadcast television during the Olympics than any other time.

Why is it so fascinating?

Posted on: 2018-02-21 08:44:50



V or W?

On February 8 the S&P 500 closed more than 10% below its record high, something that had not happened since February 19, 2016.

It was a quick tumble from the record high set on January 26, and there are plenty of suspects in the tripping. Fears of higher interest rates, higher inflation, automated trading programs, and higher government spending are among them.

 

Posted on: 2018-02-14 04:43:41



Now What?

Two weeks ago our blog focused on the gifts that Mr. Market has given us over the last year or so. We admired his generosity over last 12 months with the following cautionary statement:

“We also know that Mr. Market will at some point likely take some of his gifts back. We just don’t know when. It could be tomorrow, it could be next month, or it could be in a few years.”

 

Posted on: 2018-02-07 08:53:14



Deduction

Addition by subtraction is a very difficult concept to implement – especially in tax law. Yet, Congress made just such an attempt in the new tax law for 2018.

The new tax law substantially increases the standard deduction to reduce taxes and left in place an old law that lets you reduce your taxes without a deduction.

 

 

Posted on: 2018-01-31 09:04:25



Gifts

What if every gift we received came with the following note:

“We hope you enjoy this gift. We will be taking it back any day starting tomorrow. Please enjoy it while you have it.”

This is precisely where we find ourselves in the financial markets today.

 

Posted on: 2018-01-24 09:21:21



Raise

If someone gave you an additional $3,200 per year of income what would you do with it?

On January 11 the IRS released their updated withholding tables for 2018. The withholding tables tell employers how much federal income tax to withhold from their employees’ paychecks. Payroll service providers are now busily updating their software to reflect the new 2018 tables and expect that workers will see changes to their paychecks in February.

 

 

Posted on: 2018-01-17 10:07:16



Disbelief

After an unexpectedly strong and calm 2017, the S&P 500 Index has started off 2018 with six straight days of record highs

Posted on: 2018-01-10 10:51:31



Holidays

We hope you had a blessed Christmas and a fantastic finish to 2017.

Over the long weekend I had to run an errand to a large chain home improvement store. What remained of their Christmas decorations were on sale and the large area that had been dedicated to Christmas starting in early September had been downsized significantly.

Rising out of the leftovers from Christmas were the red hearts of Valentine’s Day which must be just around the corner -- at least in retail terms.

 

Posted on: 2018-01-03 10:15:03



Tax Nugget Update

On Friday, December 15, the conference committee tasked with resolving differences between the House and Senate versions of the tax reform bill released their highly anticipated conference report.

If you just happen to find the legislative process as fascinating as I do, you can have unfettered access to all 1,097 pages here (and I recommend starting on page 510!).

 

Posted on: 2017-12-20 01:13:47



Values

One of the most frequent questions we are getting from clients right now is regarding the value of the stock market. Are these lofty values justified? When will the value decline? What is the real value?

I am going to go out on a limb here and emphatically state that our country is vastly undervalued right now, just perhaps not in the financial markets.

 

Posted on: 2017-12-13 10:03:37



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