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
The Life Loving, Adventurous, Giving Adviser
The Life Loving, Adventurous, Giving Adviser. Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journey from starting out in the industry to operating a successful wealth management firm, Intelligence Driven Advisers. They discuss how Jason’s father has mentored him in business and in life, the difference between adviser and advisor, the importance of being intentional with clients, and having a strong team. This insightful conversation covers a wide range of topics on how Jason optimizes himself in all areas of his life. ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com Connect with Scott [...]
Wreaths Across America and IDA
Each December on National Wreaths Across America Day, a wreath laying ceremony is carried out to Remember, Honor and Teach about our brave Veterans. This year at Intelligence Driven Advisers our employees and their families had the pleasure of participating in this ceremony honor our veterans during the holidays. We appreciate the sacrifice so many men and women have made to defend and fight for our freedoms. It’s with great honor we were able to say a prayer for some true heros this holiday season and place wreaths on their grave sites. REMEMBER- Our Fallen US Veterans HONOR- Those Who Serve TEACH- Your Children the Value of Freedom “Freedom is never more than one generation away from extinction. We didn’t pass it to our children in the bloodstream. It must be fought for, protected, and handed on for them to do the same, or one day we will spend [...]
Why Just Ok Financial Advice is Not Good Enough-Financial Planning Specialist
Unethical financial advisers are far too common. And if they are ethical, many are doing just ok for the people they provide financial advice to. I am dismayed at how limited access to ethical and quality financial advice is for consumers. When recommending financial strategies, most financial advisers prioritize what makes themselves more money and takes the least amount of their time, rather than what is best for the people they provide advice to. Change is necessary in the financial services industry, particularly for consumers. Financial professionals are in a position to make a meaningful difference in people’s lives. Most are just not doing that, or not doing that well enough. At a time when most financial advisers were not offering comprehensive financial planning to their clients, I learned how valuable financial advisers can be in people’s lives by creating quality comprehensive financial plans for them, in addition to [...]
We’ll Do This Together, Won’t We- By Bonnie Moseley, Wealth Adviser
COVID – 19 – “We’ll Do This Together, Won’t We”. This may have a different meaning for folks that are managing a household and the household finances alone. As I’ve read articles and social media posts throughout this time, I notice that I am starting to see posts such as “for one person it may be a vacation, for another it may be hardship”. For many single women, it relieves stress and pressure to have a plan in place – a plan that addresses the worst case scenario. If you can make it through the worst case, you can make it through anything, right? There is an interesting article by Investment News – “Many Investors are Seeking Out Financial Advice for the 1st Time”, but still approximately 85% of Americans don’t have a financial advisor. CLICK HERE FOR ARTICLE If you ask me, it’s because it’s hard to know what to look for in [...]
Acquiring a Business- By Frank Gesuale, Wealth Adviser
A successful acquisition is where the value of the business purchased at least equals and hopefully exceeds the value of the consideration paid to acquire it. To the buyer, the value of the consideration paid is usually determinable. Accordingly, the bottom line in evaluating a purchase is the determination of the value of the business acquired. Therefore, the buyer must consider what value clearly means to be able to make that decision. Apart from minor considerations such as self-pride, the value of an investment is simply the ability of the investment to return enough cash to repay the investor their initial investment plus an amount sufficient to reward them for the use of and risk to their investment. In the case of the purchase of a business, this cash can only come from that generated by business operations, proceeds from a sale or liquidation, or a combination of the two. [...]
The Markets Response to Crisis
This webinar has past. Thank you for joining.Please join us for a webcast on April 9th at 4pm PT with IDA Founder and President Jason Labrum and guest speaker Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors. Jason and Apollo will review the recent volatility in financial markets and provide perspective on the events of the last few weeks.During the webcast, we will discuss:Recent volatility in the financial marketsHistorical perspective on market declines during previous eventsWhy stock price fluctuations should be viewed as a normal part of investing Contact an Adviser Today