Blog

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Market & Economic Review

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

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Insights Newsletter

Third quarter 2016 IWM Insights Newsletter (click here for PDF).

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Market Analysis

Third Quarter 2016 IWM Market Analysis PowerPoint presentation (click here for PDF).    

21 Oct 2016 No Comments

How Not To Evaluate Investment Performance

Don’t assess your investment performance… Over the wrong time frame. Without proper perspective. Expecting to outperform every year. With an expectation that corrective action is always required. Read Full Article […]

21 Oct 2016 No Comments

Lower Your Tax Bill With Year-End Planning

By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15. Read Full Article Here…

21 Oct 2016 No Comments

How to Improve Your Retirement Income if You Haven’t Saved

Many Americans are ill prepared for retirement, so they will have to rely more on Social Security. But near-retirees have some ways to improve their retirement math. Read Full Article […]

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)…