Ted Smith
Founder & Chairman
Private Wealth Manager
Insights Piece:
April 2023:
January 2023:
Q4 Market Commentary
October 2022:
June 2022:
March 2022:
Courage and Positivity in Times of Difficulty
November 2021:
August 2021:
Ted's Talk: My Market View Entering Fall 2021
June 2021:
November 2020:
Ted's Talk: Regardless of the Election Results IEM Will Be By Your Side
Danica Goshert
Senior Vice President
Private Wealth Manager
Insights Piece:
April 2023:
January 2023:
Q4 Market Commentary
October 2022:
July 2022:
June 2022:
September 2021:
Curveballs: Not Just for Baseball
August 2021:
July 2021:
The Great Resignation - Are You Next?
June 2021:
June 2021:
A Brief Reminder on Basic Estate Planning
Dan LaNasa
Associate Vice President
Private Wealth Manager
Insights Piece:
April 2023:
January 2023:
Q4 Market Commentary
October 2022:
June 2022:
May 2022:
Why is the Stock Market Going Down?
April 2022:
Financial Regrets Should Be Motivators
March 2022:
Remembering Estate Planning Through Life Events
February 2022:
How Technology and Relationships Can Coexist in Financial Planning
January 2022:
Weathering the Inflation Storm
December 2021:
Major Millennial Life Shifts in 2022
November 2021:
A Tribute to Veterans on This Veterans Day
October 2021:
Building Generational Wealth as Parents Through Compound Interest
September 2021:
Back to School COVID Conundrum
August 2021:
Encouraging to See Young People Increase Savings
July 2021:
Help Your Kids Get a Head Start on Saving with a Roth IRA
June 2021:
A Starter Guide to Selling Your House
June 2021:
Charles Stewart
Associate Vice President
Private Wealth Manager
Insights Piece:
April 2023:
January 2023:
Q4 Market Commentary
October 2022:
June 2022:
May 2022:
April 2022:
Spring Cleaning and Your Tax Refund
March 2022:
Resurface of Executive Compensation SEC Rulings and Regulations
February 2022:
The Importance of Financial Education
January 2022:
January is the Time to Rethink Your Finances
December 2021:
Millennials the Sandwich Generation
November 2021:
The Season of Giving and Your Donor Advised Fund
October 2021:
September 2021:
Why You Should Assess Your Debt to Income Ratio
August 2021:
A Brief Video Message on Executive Compensation
July 2021:
Guide to 529 Prepaid College Tuition Plans
June 2021:
June 2021:
A Financial Checklist You Can Handle