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IPI Wealth Management
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Insights & News

Sharing the latest from our investment committee, IPI team, or industry professionals.

IPI News

David Koshinski Featured in TD Ameritrade’s Advisor Solutions Magazine

David Koshinski Featured in TD Ameritrade’s Advisor Solutions Magazine

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IPI Offers Sincere Condolences to the Meadowlark Lemon Family

IPI Offers Sincere Condolences to the Meadowlark Lemon Family

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Investment Planners and IPI Wealth to bring Broadway to Downtown Decatur!

Investment Planners and IPI Wealth to bring Broadway to Downtown Decatur!

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Dave Koshinski Named 2015 Entrepreneur of the Year

Dave Koshinski Named 2015 Entrepreneur of the Year

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IPI Wealth Management Named Top 300 Registered Investment Adviser (RIA)

IPI Wealth Management Named Top 300 Registered Investment Adviser (RIA)

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Chamblin joins IPI as Director of Administration

Chamblin joins IPI as Director of Administration

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IPI Wealth Management Creates Decatur Team

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Financial Times Recognizes IPI Wealth Management

Financial Times Recognizes IPI Wealth Management

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Investment Insights

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

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Versatile 529 Plans Can Help with More than Just College

Versatile 529 Plans Can Help with More than Just College

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Life Insurance in Retirement

Life Insurance in Retirement

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QLACs: Your Retirement Accounts Can Act Like Pensions

QLACs: Your Retirement Accounts Can Act Like Pensions

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Peer-to-Peer Payments Are Popular, but Be Careful

Peer-to-Peer Payments Are Popular, but Be Careful

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Golf Is Back, but Good Luck Getting a Tee Time

Golf Is Back, but Good Luck Getting a Tee Time

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Concerned About Cyberattacks? The Threat Is Real

Concerned About Cyberattacks? The Threat Is Real

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Breaking Down the Numbers: The Soaring U.S. National Debt

Breaking Down the Numbers: The Soaring U.S. National Debt

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Accounts for Two: A Team Approach to Retirement Savings

Accounts for Two: A Team Approach to Retirement Savings

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The Lock-In Effect: Will It Ever Let Go of the Housing Market?

The Lock-In Effect: Will It Ever Let Go of the Housing Market?

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Press Releases

IPI Wealth Management Unveils Refreshed Brand and New Website, Reinforcing Commitment to Advisors and Clients

Together, these initiatives mark a bold step forward in the firm’s mission to empower independent financial professionals with the freedom, tools, and support they need to help clients achieve their goals.

A Bold New Look Built For Financial Advisors

As IPI Wealth Management continues to grow and evolve, our new brand tells the story of where we’ve been and where we’re headed. Take a look at what’s changing and how it reflects our ongoing commitment to empowering independent advisors.

Solutions For Your Business

We want to see you succeed. Let’s talk about how our services can move your business forward.

Contact The IPI Team