Quarterly Newsletters & Planning Alerts

5 Nov 2014 No Comments

3Q2014 IWM Market & Economic Review

Please see Independent  Wealth Managements 3Q2014 Market and Economic Review here…

2 Sep 2014 No Comments

IWM Quarterly Planning News

In This Issue: A View of Health Care from Around the World Retirement Myths and Realities Charitable Gifts of Items You No Longer Need Why are you paying more at […]

17 Apr 2014 No Comments

1Q2014 Market and Economic Review

Brief Summary: Global markets experienced an up and down quarter but ended mostly positive. In terms of U.S. economic growth, the quarter’s progress was complicated by severe winter weather that […]

31 Jan 2014 No Comments

4Q2013 IWM Market & Economic Review

It was a very strong year for U.S. stocks, fueled in large part by the Federal Reserve’s ongoing support and by improvement in the economic outlook. While developed international stocks […]

21 Nov 2013 No Comments

IWM Investment Insights 3Q2013

Please see IWM Investment Insights 3Q2013 Newsletter (here)

11 Nov 2013 No Comments

IWM Planning News November 2013

In this Issue of Independent Wealth Management’s Planning News: 2013 Year-End Tax Planning Considerations Paying For Long-Term Care Insurance with Tax-Free Funds Estate Planning and Income Tax Basis Do I need to […]

19 Aug 2013 No Comments

IWM 2Q2013 Investment Insights

  (click here) for IWM 2Q2013 Investment Insights

1 May 2013 No Comments

1Q2013 IWM Investment Insights

Please see linked 1Q2013 IWM Investment Insights below. 1Q2013 IWM Investment Insights

28 Nov 2012 No Comments

3Q2012 IWM Market and Economic Summary

Please see link below for IWM 3Q2012 Market and Economic Summary: 3Q2012 IWM Market & Economic Summary (click here)…  

7 Aug 2012 No Comments

IWM 2Q2012 Economic Summary

Please see IWM 2Q2012 Economic Summary by clicking link below: IWM 2Q2012 Economic Summary (click here)…