News
The latest news about
Investment Planners, Inc.
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18Nov 2024
What's Your Real Return
As an investor, you probably track the return on your investments. But it's likely that you look at the nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time, usually expressed as an annual return. -
11Nov 2024
If You Don't Have a Will Yet, Why Not
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling your estate, and who you want to care for your children after you pass, among other things. -
04Nov 2024
FAFSA for 2025-2026 School Year Opens December 1
For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for the 2025–2026 school year will open on December 1 instead of the typical October 1 date. -
28Oct 2024
Do You Have Enough Life Insurance
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase but then decrease after your children are grown. -
21Oct 2024
Making the Most of Your Credit Card
A growing number of Americans are moving towards a "cashless" society. As a result, credit cards are being used more often than ever — especially by those with higher incomes. Credit cards are no longer viewed solely as a debt instrument for cash-strapped individuals. Instead, they are prized for a variety of benefits, such as earning rewards and travel perks, protecting purchases, building credit, and gaining additional insurance coverage. -
14Oct 2024
Treasury Yields Hit 17-Year High
As the Federal Reserve raised interest rates to combat inflation, yields on U.S. Treasury securities climbed to levels not seen since before the Great Recession (see chart). Considering how stubborn inflation has been, the Fed may move slowly in decreasing interest rates. So Treasury yields might remain relatively elevated for some time, even though they have backed off recent highs. In the longer term, Treasuries purchased in the current high-rate environment could offer higher yields than new issues, potentially increasing their value on the secondary market. -
07Oct 2024
Do You Know Your Medicare Coverage Options?
There are two ways to obtain Medicare coverage: (1) Original Medicare (Part A hospital insurance and Part B medical insurance), often combined with a Medigap supplementary policy and a Part D prescription drug plan; and (2) Medicare Advantage (Part C), which replaces Original Medicare and often includes prescription drug coverage as well as features similar to those provided by a Medigap policy. -
24Sep 2018
David Koshinski Featured in TD Ameritrade's Advisor Solutions Magazine
David Koshinski Featured in TD Ameritrade's Advisor Solutions Magazine -
18Oct 2017
Kathy Weaver and Jamie Ruyle Sponsor at Women’s Seminar
On September 20th, Kathy Weaver and Jamie Ruyle of Investment Planners, Inc in Alton attended the annual Women’s Seminar. This event is put on by the Riverbend Growth Association and empowers women in their community to be leaders. During the event, there are breakout sessions to visit the sponsoring businesses. Many women stopped by the booth that Kathy and Jamie had set up for Investment planners with free pens and a chance to win a gas gift card.
“This event lets me stand out as a female financial advisor in our community. I enjoy working alongside and networking with many other influential women.” Kathy Weaver
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02Aug 2016
IPI Financial Advisor, Lora Hoff (Dallas, TX), Quoted in Investor's Business Daily
Congratulations to Lora Hoff, who is an IPI advisor located in Dallas, Texas! Lora was interviewed for an article that appeared in Investor's Business Daily. The title of the article is: What You Can Learn From the Toughest Catch for Financial Experts. It can be read... -
27May 2016
Memorial Day
The Investment Planners family wishes to express our gratitude for the many veterans who have given their lives for our freedom and for their families. We remember and honor your sacrifice this Memorial Day weekend. -
04May 2016
Masthead Advisory Group Joins IPI
Masthead Advisory Group, a Financial Life Planning firm based in Fortville, IN, near Geist Reservoir, has joined forces with Investment Planners, Inc. (IPI), an independent broker-dealer in Decatur, IL. -
28Apr 2016
IPI Voted #1 Best Investment Planner
Investment Planners would like to thank all who voted to name us the #1 Best Investment Planner in the Herald and Review Reader's Choice - Best of Central Illinois! -
01Feb 2016
Dave Koshinski Featured in February Business Journal
Meet the Chamber of Commerce Entrepreneur of the Year -
28Dec 2015
IPI Offers Sincere Condolences to the Meadowlark Lemon Family
Investment Planners, Inc. and IPI Wealth Management offer our sincere condolences; Meadowlark will not be forgotten. -
21Aug 2015
Dave Koshinski Named 2015 Entrepreneur of the Year
Dave Koshinski, President of Investment Planners, Inc / IPI Wealth Management named 2015 Entrepreneur of the Year by the Greater Decatur Chamber of Commerce. -
21Aug 2015
Investment Planners and IPI Wealth to bring Broadway to Downtown Decatur!
Join Investment Planners and IPI Wealth Management (in benefit of Decatur Christian school) for an unforgettable evening at the Lincoln Square Theatre in Decatur, IL. -
23Jul 2015
IPI Wealth Management Named Top 300 Registered Investment Adviser (RIA)
IPI Wealth Management, a top independent advisory firm offering solutions for investment and asset management, as well as wealth advisory services for high-net-worth accounts, announced today they have been ranked in the 2015 Financial Times as a Top 300 Registered Investment Adviser (RIA). -
01Jun 2015
Chamblin joins IPI as Director of Administration
Investment Planners, Inc. announced today that Josh Chamblin has joined the IPI home office in Decatur as the director of administration. -
29Sep 2014
IPI Wealth Management Creates Decatur Team
IPI Wealth Management has announced the creation of a Decatur IPI Wealth Management Team to meet the growing needs of its Decatur clients. -
14Jul 2014
Financial Times Recognizes IPI Wealth Management
IPI Wealth Management, a top independent advisory firm offering solutions for investment and asset management, as well as wealth advisory services for high-net-worth accounts, has been named to the Financial Times Top 300 registered investment advisers ranking.
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