Posts By: fleecingcentral

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

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)

26 Jun 2015 No Comments

GMO’s Grantham: Not a stock market bubble, yet

Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn’t see a trigger that would […]

9 Jun 2015 No Comments

The Role of Bond Funds in Your Portfolio

Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation. Read Full Article Here…