Investing as a Couple: Getting to Yes

 

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing more aggressively–or vice versa. How can you bridge that gap? Continue reading “Investing as a Couple: Getting to Yes”

IPI Summer Conference STL 2019

This past week, IPI advisors, business partners and home office staff gathered together in St. Louis for 2019 Annual Summer Conference. With a room full of exhibitors and sponsors, a content rich agenda, and a block of focus-group sessions, there were informative messages and take-aways to keep the group engaged and schedules packed for three days.  Additional topics ranged all of the way from practical technology workshops to home office updates, and the advisors had the opportunity to learn from industry experts as well as each other! Continue reading “IPI Summer Conference STL 2019”