Press & Events
The most important part of financial planning is having a clear understanding of your unique circumstances. IPM offers educational programs and materials that are designed to help clients to determine whether they are moving in the right direction.
In this section we will continuously update on any relevant events we may organize or other events we believe would add value to your overall family financial education. We will also post articles or thoughts/ideas that we find interesting to share with our clients serving the overall goal of increasing intellectual wealth. Please check back often for updates!
Annual Investment Outlook
2014 Investment Outlook
2013 Investment Outlook
2012 Investment Outlook
2011 Investment Outlook
In this section we will continuously update on our thoughts and ideas related to family wealth, investments, financial education and other pertaining issues. We believe that through education and communication we can be closer to our clients’ needs and provide advice that fits their life goals.
To subscribe to our monthly commentary, please
2014 Newsletters (PDF)
November 2014 - The Home Bias Mistake: Very Common Among All Countries
October 2014 - An alternative approach to your Safety Net Fund: Invest It.
September 2014 - High-Frequency Monitoring: Not in your best interest
August 2014 - Quantifying the Negative Impact of Chasing Past Performance
July 2014 - Why very soon we will all speak ‘ETF’
June 2014 - We want to be Entertained by our Investing
May 2014 - Gender Irrationality in Investing
April 2014 - The Few Steps of a Sound Investment Plan
March 2014 - The Dangers of Lacking a Plan
February 2014 - Advisor's Alpha
2013 Newsletters (PDF)
November 2013 - The Unemotional Investor
October 2013 - Nobel Prize in Economics
September 2013 - The Unreasonable Expectations
August 2013 - The Adoption of a Great Idea
July 2013 - It's Not Easy Staying the Course
May/June 2013 - Why Most People Lose Money in the Stock Market
April 2013 - Paper Gold vs. Physical Gold
March 2013 - Out of Nowhere - Cyprus!
February 2013 - Currency Wars in the 21st Century
2012 Newsletters (PDF)
October/November 2012 - The Elections are Here!
September 2012 - Fed Announces QE3
August 2012 - From ZIRP to NIRP
July 2012 - The Global Debt Crisis: Steve Keen's Solution
June 2012 - The Euro Debacle
May 2012 - Euro Crisis Deja Vu
April 2012 - 'Financial Repression' Has Arrived
March 2012 - Stock Markets Need a Break
February 2012 - Gasoline Prices Responding to Central Banks Actions
2011 Newsletters (PDF)
November 2011 - Printing is Now the 'Soupe du Jour' October 2011 - September 2011 - Monetary Expansion Still a Tool for World Governments Time to think about Wealth Management System August 2011 - Cold Summer Becomes Mind Freezing July 2011 - Fed Showing Signs of Breaking [And Hinting New Stimulus] June 2011 - Weak Markets Through the Summer [Or Until the Fed Breaks Again] May 2011 - 15 Months After: The Situation is No Different April 2011 - More Quantitative Easing to Come March 2011 - A New Portfolio February 2011 - Investment Seminar: How to Position Your Investments 2010 Newsletters (PDF) November 2010 - October 2010 - The Benefits of Risk Management Inflation & What It Means for You September 2010 - Emotional Investing vs. Bonds August 2010 - Family Office Model July 2010 - Free Market Principles & Economic Outlook June 2010 - Behavioral Finance vs. the World Cup May 2010 - The "New Normal" April 2010 - Blame Game: Financial Crisis March 2010 - Investor Mentality February 2010 - Macro View January 2010 - Lessons Learned: Financial Crisis 2009 Newsletters (PDF) December 2009 - Cash in a Portfolio November 2009 - Asset Diversification & Investing Principles October 2009 - Foreign Exchange Market September 2009 - Beware of the "New Bull Market" August 2009 - U.S. Macro Outlook
Educational Seminar June 2011 (tentatively)
: How to Preserve, Grow and Allow Your Wealth To Last for Generations to Come Educational Seminar - Investing in Uncertain Times 9.9.2010 Book Signing Event: Turf Valley Resort
Korean Broadcasting on PAX TV: Genti Cici, CAIA, IPM
11.10.2010 Korean Broadcasting on PAX TV: U.S. Economy Outlook for 2011
MaeKyung Economy (매경이코노미) Magazine: Dr. Tai Young Lee's Book Introduction