Estate planning is the process of preparing and protecting what matters most to each individual. Navigating through the various estate matters can lead to peace of mind. How is your ship sailing? Is it smoothly gliding or in need of trimming the sails? Taking the time to ready and steady your ship is a worthwhile venture.
In the second half of a 2-part series, Jarrod Upton continues to discuss the process of preparing an estate plan. He and Leanne DeVey discuss various topics which provide guidance on estate planning. To learn more, listen to this podcast.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Do you ever wonder what IAM sees in a SELECT List company’s corporate culture and strategy that gets us excited about its prospects? Leanne DeVey, IAM Security Analyst/Portfolio Manager, recently returned from visiting a company IAM has been investing in for a year now.
She asks the question: “What do trees, real estate, LCD screens, and food products have in common?” Leanne was visiting Rayonier, a forest products company. If you’d like to know the answer to this question and learn what IAM looks for in companies, listen to this podcast.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
For disclosure information, please click here.
In part 1 of a 2-part series, Jarrod Upton talks about preparing an estate plan. He and Leanne DeVey discuss important topics that help you protect your wishes and your loved ones. Estate planning is an essential key when developing long-term financial goals and if done properly can give you peace of mind.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
For disclosure information, please click here.
Finding a financial planner that best meets your needs and helps you obtain your goals is important. Most financial planners have slightly different approaches on how to help you develop a plan for long-term sustainability. Jarrod Upton, CFP® and Leanne DeVey explore some of the questions to help you navigate the path to a financial planner that is best suited for your situation.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
For disclosure information, please click here.
If you are feeling overwhelmed by an onslaught of professionals offering financial advice and want to make sense of it all, this is the place to start. Jarrod Upton, Senior Vice President of IAM, discusses how to find a financial planner. It’s part 1 of a 2 – part series.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
For disclosure information, please click here.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Rich Erwin, President and Chief Investment Officer for IAM, talks about Fortune’s list of World’s Most Admired Companies and those IAM considers SELECT.
For disclosure information, please click here.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Rich Erwin, President and Chief Investment Officer for IAM, discusses if bonds still have a place in individual portfolios.
For disclosure information, please click here.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Rich Erwin, Chief Investment Officer and founder of IAM, explains changes made to equities on the S.E.L.E.C.T list.
For disclosure information, please click here.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Rich Erwin, founder and Chief Investment Officer for IAM, explains his rationale for investment decisions when he trims equities in individual portfolios.
For disclosure information, please click here.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
Listen to Andy Sayers, Wealth Manager for IAM, discuss why you should have your estate plan reviewed.
For disclosure information, please click here.
Estate planning is the process of preparing and protecting what matters most to each individual. Navigating through the various estate matters can lead to peace of mind. How is your ship sailing? Is it smoothly gliding or in need of trimming the sails? Taking the time to ready and steady your ship is a worthwhile venture.
