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Our Philosophy: A broadly diversified portfolio gives our clients the best chance to achieve their goals while taking as little risk as possible. However, there are fundamental economic realities that warrant consideration as we construct and modify portfolios....

Key points of IWM's 3Q2024 Market and Economic Review Following the U.S. Federal Reserve’s interest rate cut of 0.50%, we expect the Fed to cut its rate target by an additional 50 basis points this year, ending at 4.25%-4.50%. We foresee further rate cuts in the U.K....

Our quarterly investment insights newsletter gives a forward-looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 3Q2024 (click here)…

Our quarterly investment insights newsletter gives a forward looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 2Q2024 (click here)…

Long time client's daughter is battling for her life with Stage 4 kidney disease and is in need of a new kidney. Any help or professional insight would be much appreciated. Jo's website has links and lots of information: www.hero4jo.com. www.kidneyregistry.org has...

Topics Include: Then and Now Do You Have These Key Estate Planning Documents? Will You Work Beyond Traditional Retirement Age? February 2024 IWM Planning News (click here)...

Charlie Munger once said: “More investors don’t copy our model because our model is too simple. Most people believe you can’t be an expert if it’s too simple.” The simplest investing ideas are truly the best. Munger was the best at simplifying investing ideas....

A quarterly newsletter concentrating on current market and economic perspectives provided by Vanguard. Key Market Perspectives: Our full-year 2023 economic growth forecast has increased to 2.5%. The near-term bar for additional rate increases remains high. Recent...