IFP Insights

What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Much of investing has historically been driven by what people do not want to invest in. We believe that in order to help people be happier, the focus should be more balanced. Our four financial personality traits (Purpose, Security, Touch, Viewpoint) encompass these different dimensions to help people understand what approach to their finances will help them feel more fulfilled.

Real Estate Investment Trusts, or REITs, are a flexible way for people to invest in real estate without having to own any real estate themselves. Learn more about what REITs are, the different types of REITs, and their main benefits and drawbacks.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Fortunately, investing mistakes can provide valuable lessons over time, providing investors an opportunity to gain insights on investing—and build more resilient portfolios.

With the Federal Reserve's decision to pause interest rate hikes, investors have the opportunity to reassess and realign their portfolios.

Mortgage Rates Touch 8%! Creating The Worst Bond Bear Market in History.

Unravel the mystery of “the Fed” in this back-to-basics blog post. Explore its purpose, how it functions, why its meetings matter, and how its decisions impact your personal finances.

Recently a new client decided she wanted to exclude gambling, adult entertainment, and tobacco companies from her large-cap equity portfolio. That isn't an unusual request, in fact avoiding "sin" stocks is fairly common. What came next though surprised me. She also wanted some exposure to the legal Cannabis industry.