Blog

12 May 2017 No Comments

Chart: Here’s How 5 Tech Giants Make Their Billions

Please see (the chart of the week here)… Published By: Visual Capital  

24 Apr 2017 No Comments

When ‘Enough’ Doesn’t Have to Mean ‘More’

In retirement, a writer’s life, once filled with competition, gives way to contentment. Robbie Schell wrote this article reflecting on retirement and the mind set needed to succeed at it. […]

24 Apr 2017 No Comments

2nd Quarter 2017 IWM Insights Newsletter

2nd Quarter 2017 IWM Insights Newsletter (click here)…

3 Apr 2017 No Comments

The U.S. Spends More Public Money on Healthcare Than Sweden or Canada

The underlying challenges in fixing U.S. healthcare may be multi-faceted and complex, but the overall diagnosis is clear: costs are out of control. According to a 2015 health report using […]

23 Mar 2017 No Comments

Five steps to age-proof your retirement healthcare costs

You might not think that flossing has much to do with your 401(k). But stay with that thought for a minute. Your everyday behaviors – from flossing to doing pushups […]

23 Mar 2017 No Comments

Investing When No One Really Knows What to Do

A good hypothetical conversation between a financial professional and client about our current market and what to do or not do. Read Full Article Here… Written By: Ben Carlson, CFA […]

23 Mar 2017 No Comments

4th Quarter 2016 IWM Market Analysis

4th Quarter 2016 IWM Market Analysis (click here)

23 Feb 2017 No Comments

1st Quarter 2017 IWM Insights Newsletter

First quarter 2017 IWM Insights Newsletter (click here for PDF).    

23 Feb 2017 No Comments

4th Quarter 2016 IWM Market & Economic Review

Third quarter 2016 IWM Market & Economic Review Newsletter (click here for PDF).

9 Feb 2017 No Comments

Putting Clients Second

The Trump administration recently announced that it intends to review, and presumably overturn, the Obama-era fiduciary duty rule that is scheduled to take effect in April. The administration’s case was […]