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25 Aug 2015 No Comments

Financial Advisors Respond To Stock Market Fall – Jay Berger on 9&10 news

Independent Wealth Management’s own Jay Berger featured in news story below: Go to 9&10 News Article Here…    

24 Aug 2015 No Comments

Why Precision and Investing Don’t Mix

NASA’s New Horizons spacecraft passed by Pluto last week, which is amazing. It was a three-billion mile trip that took nine and half years. But here’s what blows my mind. […]

24 Aug 2015 No Comments

Why Bonds Funds Aren’t Necessarily A Losing Proposition In Rising Rate Environments

With interest rates hovering around multi-decade lows, investors have been increasingly concerned about the consequences to bonds when the “inevitable” shift happens and rates begin to rise. As the simple […]

20 Aug 2015 No Comments

How To Do A Backdoor Roth IRA Contribution “Safely”

Since the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution have been able to make an indirect […]

20 Aug 2015 No Comments

The Family Cottage: “Uncapping” and the LLC

Over the past 30+ years, families have used limited liability companies (LLCs) as a vehicle through which to accomplish their objectives for the family cottage. Through the use of a […]

20 Aug 2015 No Comments

Avoid Drowning in Debt: Why Boat Sharing May Be the Best Option for You

I want a boat. No, it’s more than that – I need a boat! Now, my wife reminds me that with a house, the last remnants of law school loans, […]

20 Aug 2015 No Comments

Social Security and Government Employees: Part 1

An advisor who can provide good retirement planning information to government employees can be of enormous value, particularly when it comes to Social Security.  The truth is that very few […]

29 Jul 2015 No Comments

2Q2015 IWM Investment Insights

2Q2015 IWM Investment Insights (click here)

29 Jul 2015 No Comments

2Q2015 IWM Market and Economic Review

2Q2015 IWM Market and Economic Review (click here)

29 Jul 2015 No Comments

2Q2015 IWM Market Analysis

2Q2015 IWM Market Analysis (click here)