Blog

22 Sep 2016 No Comments

How much money should you leave when you die?

Here is a great story and discussion about a 77-year librarian who left his entire $4 million estate to his alma mater, which is also where he worked. Read Full […]

22 Sep 2016 No Comments

How to protect yourself from fraud by your own bank

We often worry about having to monitor our bank and credit card accounts from identity theft or outside fraud. But no one ever warned us about having to worry about […]

13 Sep 2016 No Comments

Wall Street re-engineers the CD—and returns suffer

Traditional certificates of deposit offer better interest rates than normal savings accounts for customers who agree to lock up funds for a period of time. Since the 1960s, they have been […]

20 Jul 2016 No Comments

2nd Quarter 2016 IWM Market & Economic Review

2nd Quarter 2016 IWM Market & Economic Review (click here)…  

20 Jul 2016 No Comments

2nd Quarter 2016 IWM Investment Insights

2nd Quarter 2016 IWM Investment Insights (click here)…  

20 Jul 2016 No Comments

2nd Quarter 2016 IWM Market Analysis

Independent Wealth Management’s 2nd Quarter 2016 Market Analysis outlines the quarters economic news and analytics. View 2nd Quarter 2016 Market Analysis Here…  

11 Jul 2016 No Comments

Brexit Chart of the Day

A really good Chart representation of the various structures and agreements that form the European Union. See Chart Here…  

6 Jul 2016 No Comments

Why the Stock Market Makes You Feel Terrible Every Single Day

“The one rule I have is I give very general instructions to my financial advisor, and then I don’t monitor it. I think that’s good, both because it causes more […]

6 Jul 2016 No Comments

Is Your Portfolio Getting Enough Sleep?

“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.” – Seth Klarman We could all use more sleep.  The older we get, the […]

6 Jul 2016 No Comments

5 Ways Brexit is Having an Impact On U.S. Consumers

In a stunning move, Britain has voted in favor of what is popularly called Brexit, meaning a British exit from the European Union. The nation held a referendum on whether […]