IAG Wealth Partners

09/02/2026

Roll the Odometer- This week's blog is written by Scott D. Heins, CFP®, IAG Chief Investment Officer. Photo Credit: iStock 140256547

One of the distinct memories of my childhood is going for a special family ride in our 1970s olive green Plymouth Scamp.

My dad had been eagerly anticipating the day his Scamp would cross over the 100,000-mile mark, so he gathered the family for this milestone journey, pulled over when the odometer rolled, and took a picture to preserve this historical moment.

The strange part is the odometer rolled to 00,000. Apparently, Plymouth did not have much faith in their product surviving to this mileage as they only included five digits before the decimal place.
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Explore your financial journey mile markers with IAG Wealth Partners. Get expert guidance and personalized planning at every stage for long-term financial success.

08/31/2026

📊 At IAG, our mission is to make a meaningful difference in your life by combining expertise, experience, integrity, and a strong commitment to our values. Ready to plan for your future? Let’s connect and explore your retirement options together! 💡

https://iagwealthpartners.com/

08/27/2026

🔭 See the market through a different lens. Explore the latest Market Mood Meter® insights and make your next move with more confidence.

08/26/2026

Allergic Reaction - This week's blog is written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo Credit: iStock 1406010839

My daughter has wanted a pet of her own for quite some time. This is a desire she has made both abundantly and repeatedly clear.

We have two loving, playful family dogs but their attachments lie more with my wife than any other member of our household. Despite coaxing and outright bribery attempts, they ultimately will choose my wife when making key affection decisions like whom to snuggle with on the couch or in bed.

She has also been the owner of betta fish over the years, but they have been decidedly less cuddly than she desires from a pet. Their life expectancy is also relatively short, so she’s already had to hold a few burials at sea.
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Explore your financial journey mile markers with IAG Wealth Partners. Get expert guidance and personalized planning at every stage for long-term financial success.

08/25/2026

Very happy to help support this event and the work of the Old World Foundation and Old World Wisconsin.

The mission of IAG Wealth Partners is to guide their clients in making sound wealth management decisions throughout life’s journey so they may fulfill their passions and pursue their dreams.

They are also supporting our Sunset Soiree fundraising celebration at Old World Wisconsin on August 22 as one of our "Supporting Sponsors." We are thankful for their partnership that helps enhance programs at Old World Wisconsin.

Visit their website: https://iagwealthpartners.com/

Join us for a fun evening to celebrate the past while creating the future at Old World Wisconsin: https://oldworldfoundation.org/

08/25/2026

Saturday evening, Anne Sapienza and Jennifer Von Ruden represented IAG Wealth Partners at the Old World Wisconsin Sunset Soiree, where IAG proudly served as a Supporting Sponsor. Pictured in front of the historic Clausing Barn, they celebrated IAG's partnership with the Old World Foundation and its mission to preserve Wisconsin's rich heritage. Guests enjoyed a scenic tram ride around the property, live music, hands-on activities, and a beautiful summer evening at Old World Wisconsin. As a wealth management firm dedicated to helping clients pursue passions and dreams, IAG is honored to support organizations that enrich our community and connect people to the past while investing in the future. We are grateful to the Old World Foundation for hosting such a memorable event and look forward to continuing this meaningful partnership.

08/24/2026

💰 What do you value in a financial partner? For 40 years, IAG has been the valued advisor to professionals, multi-generational families, retirees, and business owners. We’re here to guide you through your financial journey with confidence and clarity. Let’s create a brighter future together! 🌟📈

https://iagwealthpartners.com/

08/21/2026

What makes IAG Wealth Partners different?

Chris Mitchell, Managing Partner and Financial Advisor at IAG, shares what he believes sets the firm apart and how IAG works to create a meaningful experience for clients and advisors alike.

Watch the full video to learn more.

08/20/2026

📊 See the market from a new angle. Discover the latest Market Mood Meter® insights and move forward with greater confidence.

08/19/2026

Back to Cool - This week's blog is written by Scott D. Heins, CFP®, IAG Chief Investment Officer. Photo Credit: iStock 1333584354

As the father of a sixteen-year-old daughter, I know I will never be as cool as I was a mere six years ago. The cruelty of time takes an inevitable toll on a dad’s perceived coolness.

Her circle of coolness now revolves around friends and school activities like choir and theater. Somewhat to her chagrin, she headed back to school yesterday to start her junior year. That means we are less than two years from making post-secondary school plans.

Thankfully, her uncool dad has been coolly saving for her future schooling in a 529 college savings plan since the day we adopted her. And, unlike dads, 529 college savings plans keep getting cooler as they get older.
Read more here⬇

Explore your financial journey mile markers with IAG Wealth Partners. Get expert guidance and personalized planning at every stage for long-term financial success.