Garrett G. Scully, CFP RRC - IG Wealth Management

09/21/2026

This article reveals a critical gap in family planning communication and highlights the role of financial advisors in facilitating vital conversations around future roles and responsibilities. Discover how to strengthen these essential discussions.

New Fidelity research reveals most affluent families lack peace of mind despite completing estate planning documents

09/10/2026

Financial planning with an RESP is a powerful tool for growth, even if you start late—there's still time to maximize grants and investment potential. Take a step today and discuss your plan to capitalize on these opportunities for the future. https://tinybfs.com/t/CFNLrf

08/31/2026

Embrace financial wellness this fall by grading current market trends and planning ahead. Identify key risks and opportunities to enhance financial planning strategies for a successful final push to year-end. https://tinybfs.com/t/Z1eC4j

08/14/2026

Financial planning enhances financial wellness, irrespective of market conditions. Recent policy shifts ease liquidity in equities, bonds, and currencies, strengthening the outlook for high net worth investments amidst a bullish market trajectory. https://tinybfs.com/t/bZ3w5q

08/12/2026

With average funeral costs soaring and many unprepared, this article highlights a cultural shift toward discussing death while lacking financial planning. Discover how attitudes towards burial are evolving and explore cost-effective alternatives.

With cost-of-living pressures squeezing household budgets, a death in the family can cost more than expected

10/13/2025

As we celebrate Thanksgiving, we want to take a moment to express our heartfelt gratitude to all of our clients. Your trust, support, and connection mean so much to us, and we’re truly thankful to work alongside you.

This season is a reminder of how important it is to pause, reflect, and appreciate the people and relationships that make a difference every day. We’re grateful for the opportunity to be part of your financial journey and look forward to continuing to grow together in the year ahead.
Wishing you and your loved ones a wonderful Thanksgiving filled with warmth, gratitude, and memorable moments.

10/01/2025

Government Shutdown:

What’s Next?

The U.S. has entered yet another government shutdown after President Trump and Congress failed to reach a funding deal by the deadline.

The Impact:
Around 750,000 federal workers face furloughs or even permanent job loss.
Key services in education, environment, and more could stall.
Economic ripples are expected across the nation.

This marks the third shutdown under Trump’s leadership, highlighting the deep partisan divide in Washington. While deportation efforts are expected to press forward, everyday services millions rely on are left hanging in the balance.

What do you think — should leaders push harder for compromise, or stand firm on their agendas? https://tinybfs.com/t/DqOc0D

09/16/2025

🍂 As the seasons shift, many professionals notice a dip in energy and focus—often referred to as fall fatigue. The good news is that small, intentional adjustments can make a big difference in maintaining productivity and balance.
✅ Maximize natural light exposure or consider a light therapy lamp
✅ Maintain consistent sleep routines and schedule short breaks
✅ Incorporate movement into your day to boost energy
✅ Stay hydrated and choose nutrient-rich foods for sustained focus

We’d love to hear from you—have you experienced fall fatigue in your workday? What strategies help you stay energized?

Take a moment to read this article for additional insights and ideas. It may spark some strategies you can implement right away. https://tinybfs.com/t/uQ1XOS

08/29/2025

Talking about money with family isn’t always easy — but it’s one of the most important conversations you can have.
Whether it’s planning for retirement, sharing your wishes, or making sure everyone is on the same page, open discussions about wealth can help avoid stress later and bring peace of mind today.
Check out this article: How to Talk with Your Family about Wealth and Retirement Plans

What’s your approach — do you have these conversations regularly, or do you find them difficult to start? https://advisorstream.com/read/forbes/money/how-to-talk-with-your-family-about-wealth-and-retirement-plans/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo0MTkwNjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxMzA4NjYyMywiZGVzdF9pZCI6MTU0MzA3OTUsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.l6T2AiAMZkE7Hm2uPI4cIXT616umENA4dmm2X9LItRM

08/27/2025

How are seasonal themes shaping the markets as we head into fall? What’s driving today’s volatility? Should you focus on building portfolio resilience or try to predict what’s next?
Join IG Wealth Management’s Ashish Utarid, AVP Investment Strategy, and Philip Petursson, Chief Investment Strategist, as they share insights from their fall financial playbook, including:
• Seasonal themes heading into the fall
• Key drivers of market volatility
• Positioning portfolios versus predicting markets
• Live Q&A session https://ig.advisorstream.com/webinar-dont-overthink-it-the-fall-financial-playbook/?c=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJub2RlX2lkIjo0MTkwNjcsInByZXZpZXciOmZhbHNlLCJjb21tX2lkIjoxMzA4MzkwMSwiZGVzdF9pZCI6MTU0MjYyOTEsInJlYWRlcl9pZCI6bnVsbCwicGVyc29uYV9wcmV2aWV3IjpmYWxzZX0.mIzhZwievt8s7P_8xI9rmhA44p-wi5CnwUGGPilnkPE