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IDA Impact Award

IDA Impact Award

At IDA we love the people we work with and are so honored to have great people working hard to provide excellent service and care for our clients. This quarter we have Introduced the IDA Impact Award which acknowledges team members who have excelled and shown outstanding performance while demonstrating the firms core values- Integrity, Optimism, Work Ethic, Personal Improvement and Collaboration. Congratulations Shanda Mansperger, Director, Client Service.

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IDA Virtual Market Update and Panel Discussion- April 2021

IDA Virtual Market Update and Panel Discussion- April 2021

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.

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Are you an Investor or Not?

Are you an Investor or Not?

In this episode Jason and Alex revisit the concept of stress, especially as it pertains to investing. At times like these that test our emotions, it is more important than ever to focus on the things that we can control and accept what we can. It’s also easy to get caught up in the massive amount of information that is everywhere regarding COVID – 19.

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