IPI Wealth Management

Your investment statement tells an important story about your portfolio. Swipe through for a breakdown of the key sections and what each one is telling you.

The holiday season can bring financial pressure that catches many people off guard. With some planning in advance, it is possible to enjoy the season without compromising your long-term financial health.

Swipe through for a simple framework to approach holiday spending with clarity and intention.

After a long and successful career serving his clients, Antonio Ochoa has retired from the industry. Antonio was a valued member of the IPI network, and his commitment to his clients and his work did not go unnoticed.

Antonio, thank you for everything you brought to IPI and to the clients you served. We wish you all the best in this next chapter.

This month, we're highlighting Kelby Owens and the Phase Financial Team in Greensburg, Indiana. Kelby recently brought his team to the IPI home office, giving us the chance to connect in person and learn more about the people behind his practice.

Outside of client work, Kelby is making an impact in his community, including supporting the Rotary Club of Greensburg with the installation of a one-of-a-kind basketball tree at Decatur County Park. It’s a great example of the kind of people in the IPI network.

Six years in, Kelby put it best:

"We have built some great relationships along the way and have really appreciated the support they have provided the Phase Financial Team. We are thankful for their partnership, and amazed at what all we have been able to accomplish together. Looking forward to many more years to come!"

We're proud to have Kelby and his team as part of IPI.

After a distinguished career serving his clients, Stephen Nannenga has retired. Stephen spent his final years in the industry as part of the IPI network, and we’re grateful he chose us.

He said it best:

“IPI was my final choice and proved to be my best choice!”

Stephen, thank you for the trust you placed in IPI and for the dedication you showed your clients throughout your career. Wishing you a well-earned retirement.

What’s your risk tolerance when it comes to your investment strategy?

Swipe through to learn what risk tolerance really means and how it shapes your portfolio.

October is Cybersecurity Awareness Month. A perfect time to remember that protecting your financial information is just as important as managing it.

Scammers are sophisticated, and the warning signs are not always obvious. Swipe through to learn five red flags every investor should know, and what to do if something does not feel right.

Unsure about tax rates? The U.S. tax code treats different types of income very differently and understanding that distinction can have a significant impact on how much wealth you actually keep.

A W-2 employee earning $200,000 may pay an effective federal income tax rate of 30% or more. An investor generating the same amount through long-term capital gains often pays 15% or less. Swipe through to understand the structural difference and what it means for your own financial strategy.

Your 401(k) is one of your most important retirement assets. Before year-end, take a closer look at how it’s working for you.

Swipe through a few areas worth reviewing, from contributions and employer matches to investment alignment and plan options.

For advisors, it’s also a simple opportunity to start a meaningful planning conversation with clients.

Swipe through for a look at the tools and resources available through the IPI network.