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IronBridge Insights
Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.
Strategic Wealth Blog
Our blog posts are short articles focused on ways to help grow your wealth. Topics include investment strategies, legislative updates, private investments, and financial planning considerations.
Strategic Growth Podcast
Our podcasts focus on ways you can be more intentional in growing your wealth, your business and your life.
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Recent Reports
Charitable Giving and Donor-Advised Funds
The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a…
Safeguarding and Passing on Your Digital Assets
Google searches for “cryptocurrency” hit all-time highs in May. A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group, 65% got in the crypto market within the past year.2 As crypto becomes a…
Continue Reading… Safeguarding and Passing on Your Digital Assets
The Secret Downsides of Diversification
Diversification is not the free lunch that many investment professionals claim.
The Federal Reserve Trading Scandal: Just the Tip of the Iceberg?
Are the trading scandals within the Fed just the tip of the iceberg? It may signal the start of lost trust in institution that is very important to markets.
Continue Reading… The Federal Reserve Trading Scandal: Just the Tip of the Iceberg?
The Wolf and the Crane
Aesop was a Greek storyteller who lived from 620-564 BCE. His stories were verbally passed down through time, and often included tales of animals and inanimate objects that could speak and solve problems. Many of Aesop’s Fables are commonplace even…
Donor Advised Funds: Tax Benefits, Growth and Control
Donor-advised funds can be an excellent way to get a tax deduction now, but provide charitable gifts over a longer period of time.
Continue Reading… Donor Advised Funds: Tax Benefits, Growth and Control
Investing in Alternatives: A Spotlight on Collectibles
Important considerations before making collectibles a part of your portfolio.
Continue Reading… Investing in Alternatives: A Spotlight on Collectibles
Be a Mercenary: 3 Ways to Improve Your Investment Process
Successful investing means that you must be on in the markets that make money. Here are 3 ways to improve your process.
Continue Reading… Be a Mercenary: 3 Ways to Improve Your Investment Process
Retirement Plan Choices for Small Businesses
Retirement plans can be confusing. Here are three options to consider that can provide a good benefit for both you and your employees.
Continue Reading… Retirement Plan Choices for Small Businesses
How to Treat Your Career Like a Sport
Treating your business or your career with the discipline and determination of an athlete can allow you to reach higher levels of success.
We’re All Cats on a Hot Stove
Waiting for a correction in the stock market? It may have already happened.
Building Your Life Team
A time-tested piece of career advice is to find a mentor. But as the world gets more complex, simply having a good career mentor isn’t enough. You need a team. In today’s reality of multiple jobs, the ability and ease…
Are the Dog Days of Summer Over?
A calm summer for the markets was interrupted today with a large selloff. Is this just a blip, or is it the start of a bigger decline?
Managing an Inheritance
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not…
The Fed is Stuck
Despite economic data showing massive improvement from the COVID recession and inflation running hot across all parts of the economy, the Fed continues to pump trillions of dollars into the financial system. Why? They know that if they stop, things…
The Cryptocurrency Conundrum
Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began in the past few weeks. In fact, over $250 billion was lost in the crypto market alone.1 It may be tempting to…
The First Wave of Inflation is Receding
Last month we wrote in our Insights report “The Coming Inflation Waves” that we should not expect inflation to come at us all at once. Instead, we should expect it to come in waves. Well, it looks like the first…
Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
Many business owners put most of their capital back into the business. It’s possible to both grow your business while preparing yourself for the future.
Selling a Family Business: Preparing for a Transformational Event
It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners.From an economic standpoint, the liquidity cycle…
Continue Reading… Selling a Family Business: Preparing for a Transformational Event
Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember.…
Continue Reading… Tax & Estate Strategies for Married LGBTQ+ Couples