"Adviser" vs "Advisor"
A Note on Titles, and Why the Standard Behind Them Matters More Than the Spelling
Podcast :
Podcast : The IDA Blog
Congratulations to Kristin Skevington on recent promotion
Kristin was recently promoted to Chief Financial Officer. We’re excited for all the great things she will bring to this role.
Podcast : The IDA Blog
Celebrating Shanda Manspergers's 10-Year Anniversary at IDA
Shanda has contributed significantly to our team, bringing dedication and expertise. Learn more about her achievements with IDA.
Podcast : The IDA Blog
Congratulations to Derek Long on recent promotion
Derek was recently promoted to Wealth Adviser. We’re excited for all the great things he will bring to this role.
Podcast : Financial Detox®
AI Disruption, the Fed's Role & Trump: What Investors Must Know in 2025!
Discuss the performance of Bitcoin, the S&P 500, and AI, reflecting on the unpredictability versus the patterns revealed.
Podcast : Financial Detox®
Let's get REAL: How Inflation, Political Divide & Assassination Attempts Affect Your Wealth
Jason and Alex discuss President Trump's assassination and its potential implications on the financial markets and your investments.
Podcast : Financial Detox®
Financial Success: Is Your Wealth Prepared for Global Uncertainty?
A deep dive into the current financial landscape, detoxifying your financial life and managing your wealth for maximum impact.
Podcast : Financial Detox®
15 Years of Wealth Management: Lessons Learned and Avoiding Toxic Financial Advice
A deep dive into the current financial landscape, detoxifying your financial life and managing your wealth for maximum impact.
Podcast : Financial Detox®
Bitcoin, AI, & Market Insights: Year End Strategies for Financial Success
Discuss the performance of Bitcoin, the S&P 500, and AI, reflecting on the unpredictability versus the patterns revealed.