IDA Impact Award – Aaron Brasfield
Please join us we thank Aaron Brasfield in winning this quarter's IDA Impact Award Contact an Adviser Today
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate for his dedication and support to IDA and the IDA Clients David Reyes - 1 Year Contact an Adviser Today
IDA Celebrates Work Anniversaries
Today, IDA recognizes the following teammate for his dedication and support to IDA and the IDA Clients Ryan Hays - 2 Years Contact an Adviser Today
Does the Inflation Reduction (IRA) Act Affect You?
The Inflation Reduction Act of 2022 will make a historic down payment on deficit reduction to fight inflation, invest in domestic energy production and manufacturing, and reduce carbon emissions by roughly 40 percent by 2030. But what does this all mean to you and your family as it pertains to acquiring and preserving wealth. IDA’s Financial Planner and Wealth Adviser, David Reyes, CFP®, EA, AIF® breaks down the Inflation Reduction Act (IRA) 2022 that was just signed in to law by President Biden. Financial Planning Related Significant relief on prescription drug prices for Medicare enrollees by allowing the government to negotiate on some drugs and by placing a $2,000 per year out-of-pocket cap on prescription drug costs starting in 2025. For individuals enrolled in Affordable Care Act exchange plans, the bill would also extend the expanded Premium Tax Credit (PTC) eligibility for moderate- to higher-income taxpayers for an additional [...]
The Optimized Adviser Podcast
Jason Labrum, Founder and CEO of IDA, joins The Optimized Adviser Podcast. Watch as Jason shares valuable insight to discuss all things mindset related. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances. Jason is the Founder and CEO of Intelligence Driven Advisers. Contact an Adviser Today
IDA Welcomes Monique Jaramillo
Today, IDA recognizes and thanks Monique Jaramillo, for joining the IDA family. Monique will be joining as an Associate Wealth Advisor and we could not be happier to have her years expertise in financial planning at IDA. Contact an Adviser Today
IDA Impact Award – Faranak Gott
Please join us we thank Faranak Gott in winning this quarter's IDA Impact Award Contact an Adviser Today
How To Find A Financial Adviser You Can Trust
You may be an expert in your profession, but chances are you do not have the time, inclination, access to sophisticated resources or experience to optimally invest and manage your personal, corporate or philanthropic wealth. Millions of men and women find themselves in this same situation, wondering how to save for future liabilities/obligations such as children college expenses, creating a comfortable retirement and perhaps business succession and family legacy planning. Talk About Your Financial Goals Before you can find the right financial adviser, you need to think about what you are looking for and why you need the guidance. Your first meeting with the financial adviser should include a detailed discussion of your goals – and what you hope to achieve by seeking professional help. Write down a list of your most important financial goals and share them with the financial adviser you interview. Those goals can be anything that [...]
IDA Impact Award – Shanda Mansperger
Please join us we thank Shanda Mansperger in winning this quarter's IDA Impact Award Contact an Adviser Today
IDA Virtual Market Update and Panel Discussion
IDA Virtual Market Update & Panel Discussion – April 2021 The update and discussion was led by IDA Founder & CEO Jason Labrum. Jason was joined by a panel consisting of Rick Labrum, Founder & Wealth Adviser, James Pupillo, Wealth Adviser, Andrew Grant, Director Portfolio Management, and Alex Klingensmith, President. The panel covered some of the most common investment related topics of the times and answered live questions throughout the length of the webinar. Some of these topics included: IDA’s assessment of the current health of the global stock and bond markets Lessons learned from last year A look to the future on inflation, cryptocurrency and alternatives How to prepare yourself for the next market eve Contact an Adviser Today