IFP Insights

Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.

Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.

A look at Juneteenth and how it became an American holiday.

As a professional in the oil and gas industry, you likely enjoy a stable income and have accumulated significant assets over the years. However, the industry is also known for its volatility, and the recent global shift toward renewable energy has led to increased uncertainty. That's why it's crucial to have a solid retirement plan in place to protect your financial future.

This bonus refers to the potential increase in portfolio value that can result from periodically adjusting your investments to maintain your target asset allocation. By buying low and selling high, you can take advantage of market fluctuations, leading to better long-term investment performance

In honor of Father's Day, we're sharing more financial lessons from famous dads! Have you taken any of this advice?

A lower inflation rate generally bodes well for both the economy and consumers. With prices not rising as rapidly, the cost of living becomes more manageable, which is a welcome change for many.

This blog discusses the benefits and considerations of both upsizing and downsizing in retirement.

Direct indexing offers investors a unique combination of tax efficiency through automated tax loss harvesting and the ability to create a personalized investment portfolio using social screens.

By considering direct indexing as a potential investment strategy, investors can actively contribute to promoting LGBTQ+ rights and fostering a more inclusive society.