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

2013 Investment Outlook
2012 Investment Outlook
2011 Investment Outlook

Monthly Commentary

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 click here.

2013 Newsletters (PDF)
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 - Monetary Expansion Still a Tool for World Governments
September 2011 - 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 - The Benefits of Risk Management
October 2010 - 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