Resources and answers to your questions to help you begin your journey.

Getting Started


At IWG, we are often asked about books on investing, the markets and teaching children good financial habits. What follows are a few titles and authors who have influenced our philosophy regarding investing and money.

  • “What works on Wallstreet” 4th edition James O’Shaughnessy
  • “Reminiscences of a Stock Operator” Edwin Lefevre 1923
  • “Richest Man in Babylon” George S Clason 1926

IRS Related Publications


Fritz Meyer is an incredible source of economic commentary and market perspective. IWG is pleased to leverage his insight and bring his analysis to you as a third party perspective on Modern Portfolio Theory, stocks, bonds, the global markets and the economy.

College Savings