20 Nov 2015 No Comments

Fear of interest rate risk creates opportunity costs

Key highlights: Investors who have concentrated their bond portfolios in short-term issues have given up significant potential income in recent years and may be unintentionally creating other opportunity costs. Widening […]

20 Nov 2015 No Comments

3Q2015 IWM Market Analysis

3Q2015 IWM Market Analysis (click here)

20 Nov 2015 No Comments

3Q2015 IWM Market and Economic Review

3Q2015 IWM Market and Economic Review (click here)

20 Nov 2015 No Comments

3Q2015 IWM Investment Insights

3Q2015 IWM Investment Insights (click here)

1 Sep 2015 No Comments

Avoid Worrying About a Future That May Never Happen

I love spending time in the mountains. So a few weeks ago, I jumped at the opportunity to join a friend, my son and seven of his friends on a […]

1 Sep 2015 No Comments

The inspiring story of the worst market timer ever

As stocks have become mighty volatile, long-term investors could be induced to become more short-term oriented in their thinking, buying stocks on a single day’s rally, or selling after a […]

1 Sep 2015 No Comments

How to invest during volatile markets

After years of relatively calm and stable financial markets, volatility is back. Fears over slowing growth in China, a correction in China’s stock markets and devaluation of their currency has […]

1 Sep 2015 No Comments

Holding Equities for the Long Term: Time Versus Timing

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down […]

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. […]