Investment Security Group

07/24/2025

Bitcoin, crypto and other digital assets are carving out space in modern finance. Read our latest blog post for information.

Download PDF version HERE The Evolution of Bitcoin Since its introduction in 2009, Bitcoin has become one of the most widely recognized digital assets. Over time, it has contributed to the development of a broader ecosystem of blockchain- based technologies and digital currencies. One notable develo...

07/18/2025

Major policy changes are now law.

The One Big Beautiful Bill Act (OBBBA), signed on July 4, introduces significant reforms to tax policy, healthcare, retirement planning, and energy regulation.

We’ve distilled the 870-page legislation into a concise, high-level summary to help you understand the key provisions that may impact your financial strategy.

Read the full blog here: https://investsg.com/blogs/insights/the-big-beautiful-bill-summarized

06/27/2025

The stock market remains resilient after a volatile spring and indexes are within striking distance of all-time highs again. Part of the recent gains can be attributed to the continued strength in big tech stocks and broadening AI adoption and capital expenditures. Check out our latest blog post for insight into how AI is becoming an integral part of modern business.

Read pdf version HERE AI Adoption Artificial Intelligence (AI) is increasingly becoming an integral part of modern business. Its potential to automate processes, optimize operations for increased profitability and support decision-making is invaluable. But what enables AI systems to have such wide a...

06/04/2025

The economy and markets are showing continued strength in the face of policy uncertainty around tariffs as seen through the latest inflation, jobs, and GDP data. Take a look at the numbers and our commentary in this week's market note.

https://investsg.com/blogs/insights/market-note-with-stephanie-link-strength-through-uncertainty

05/14/2025

With the Spring season well underway and graduation season upon us, now is a good time to engage with teens and young adults on career planning and fields of study. Check out our latest blog post that shares 7 Ways to Guide Your College-Age Kid Toward the Right Career Path. As always, please reach out to us with any questions.

Download PDF version HERE Sending your children off to college is an exciting and emotional milestone for your family. You’ve done the work to plan out your finances, taken them on campus tours, and waited with bated breath as they open their notification letters, but what role should you play onc...

04/30/2025

Is "American Exceptionalism" over? Read our recent note which digs into the nuance around what the markets are telling us.

https://investsg.com/blogs/insights/weekly-wisdom-with-stephanie-link-is-american-exceptionalism-in-question

03/11/2025

We are thrilled to share some exciting news with you today - we have recently welcomed a wonderful addition to our team at Investment Security Group! Please join us in extending a warm welcome to our new Senior Advisor, Ben Sawyer, who brings 25+ years of meaningful knowledge in the financial services industry.

Ben has spent the last 15 years of his career in Denver working at large bank trust companies serving high net worth and ultra-high net worth individuals. His experience working with this highly affluent cohort in private wealth will be impactful and add to the comprehensive guidance we provide to our diverse clientele.

Ben understands the importance of financial planning and starts every conversation with clients looking to understand their goals and objectives. This mindset aligns perfectly with our framework at ISG where we place the client’s goals at the center of everything we do. His knowledge and skills will be a valuable addition to the ISG investment committee as we navigate the ever-changing financial landscape to make well-informed investment decisions.

We believe that Ben will play an instrumental role in enhancing the wealth management services we offer, enabling us to better serve your unique financial needs and aspirations. ISG continues to evolve through over three decades of being in business, so adding talent and capacity allows us to grow our team and ensures our commitment to our clients for many more years to come. If you have family members or friends that you feel could benefit from our services, please let us know as we would welcome a conversation with them.

02/20/2025

Here is a quick recap and summary of the economic conditions from January with insight into the stock and bond markets, and what was driving performance. Reach out to us with any questions.

Download PDF version HERE ECONOMY The U.S. economy continued its hot streak in January. The month began with December’s nonfarm payroll report, which well exceeded expectations at 256K versus estimates of 165K. The unemployment rate ticked down to 4.1% and hourly earnings remained elevated, growin...

12/05/2024

Year-end is quickly approaching, and this time of year offers us the impetus to do some planning related to taxes and finances. See our latest blog post related to 2024 Year-End Tax Planning Opportunities. Please reach out to us with any questions.

View PDF version HERE Tax planning is an all-season activity, but year-end provides the urgency that many need to focus on and unearth any additional opportunities for the current tax year and beyond. Previously, it was predicted that the provisions in the 2017 Tax Cuts and Jobs Act would expire at....

10/10/2024

Despite near term uncertainty and potential headwinds, the market and economy remain resilient. Check out the latest market note from our Chief Investment Strategist.

View PDF version HERE 1. So, Soft Landing It Is. Friday’s non-farm payroll report justified our view that the U.S. economy is in a soft landing. September’s jobs report showed payrolls rose 254K in the month, well above estimates of 142.5K. The highest headline reading since March also brought h...

09/11/2024

Owning real estate can be a great long-term investment but can also become a burden with unexpected costs related to maintenance and management, also known as the three T's - tenants, toilets, and trash.
If you or someone you know owns investment real estate and is considering a sale down the road, then read our new blog post discussing 1031 exchanges. Performing a 1031 exchange allows investors to defer or possibly eliminate capital gains taxes. This strategy can prove beneficial for estate planning and allow you to build wealth more efficiently by leveraging tax deferral benefits.

pdf version available HERE Tired of being a landlord? Would passive income from real estate be more attractive? Selling a rental or business-related property that has appreciated in value? Would you like to defer or eliminate capital gain taxes? Many investors that own rental properties are tired of...

06/05/2024

As we approach the election later this year, keep in mind that whatever your political views; as an investor it’s important to stay disciplined, keep a long-term view and invest according to your goals, not political cycles. This paper provides four takeaways on investing in election years.

Please reach out with any questions.

Leave Your Political Opinions at the Polls Many people often feel uneasy about investing during election years. Soundbites from debates and polls fill the airwaves making it difficult to decipher what may or may not impact the markets. This uncertainty tends to drive heightened emotions and biases f...