SECOND QUARTER 2014

2ndQtrNewsImg

A TALE OF TWO ECONOMIES

Stocks added 5% to their 2014 gains during the second quarter. After negative GDP growth in the first quarter, the markets rallied as it became evident that weather alone had provided this glitch. We are now in the midst of corporate second quarter earnings announcements and they are expected to continue to be strong. As […]

July 28, 2014

SECOND QUARTER 2014

InvestmentPlannersInc-2

ABOUT IPI

Investment Planners’ leadership has a combined 50 plus years in the broker dealer and the RIA industries. Operating a traditional broker dealer (Investment Planners, Inc.) and Registered Investment Adviser (IPI Wealth Management, Inc.), the firm’s leaders understand what it takes to manage investments for individuals. This experience is invaluable in communicating and assisting the advisors […]

July 28, 2014

SECOND QUARTER 2014

surviving-the-color 111

COLOR RUN

Inside of each person and each family is a story in the making. It doesn’t end, it just weaves through our lives and is carried forward by the next generation. Our family, like your family, have stories to be told, and much of the time, our stories become public, mostly by our own choice. We […]

July 28, 2014

SECOND QUARTER 2014

InvestmentPlannersInc-2

MEET DAVE KOSHINSKI

President of Investment Planners, Inc. When David P. Koshinski, President of Investment Planners, laid out his vision more than 20 years ago, he planned to grow IPI using Integrity, Performance, and Innovation. As IPI references Integrity, Performance, and Innovation, Mr. Koshinski states, “This foundation is more than just a name. It is how we do […]

July 28, 2014

SECOND QUARTER 2014

college-ahead

COLLEGE SAVINGS PLANS

Back to school … time to think about a 529 college savings plan. With college expenses skyrocketing, it is never too early to start saving. Anyone — including friends, grandparents, and other family members — may contribute to the plan. All that is needed is a valid Social Security number or Taxpayer Identification number. Features […]

July 28, 2014