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28 May 2020 No Comments

A Thrift Savings Plan Update

The retirement savings plan for government workers is superb, but some of the coming changes are overdue. In most important ways, the Thrift Savings Plan, or TSP, a retirement savings plan for […]

28 May 2020 No Comments

Take Heart

THIS SHALL PASS- but not as quickly as any of us would like. I’m talking about the bear market, but the same sentiment applies to both the coronavirus and the economic slowdown. […]

13 May 2020 No Comments

The Stock Market is Not the Economy

What’s more, the two are drifting even farther apart. Read Article Here…. Written By: John Rekenthaler Published By: Morningstar.com

13 May 2020 No Comments

Playing the Odds

Today’s pandemic wont leas to nuclear war. But many folks seem to fear the economic equivalent: that we’ll suffer a downward GDP death spiral that sends us back to the […]

1 May 2020 No Comments

2Q2020 IWM Investment Insights

Please see Independent Wealth Management’s 2Q2020 IWM Investment Insights Newsletter (click here)…

1 May 2020 No Comments

Vanguard’s Market Perspectives May 2020

Please see Vanguard’s monthly economic and market update for May 2020 (click here)…

16 Apr 2020 No Comments

Why and How to Index in US Small Caps

Broad diversification and low fees make indexing a good bet in the arena. Read Full Article Here… Written By: Venkata Sai Upplauri Published By: www.morningstar.com

2 Apr 2020 No Comments

The Anatomy of the $2 Trillion COVID-19 Stimulus Bill

Today’s Sankey diagram is a visual representation of where the $2 trillion will be spent. See Full Article with Visualization Here… Written By: Nick Routley Published By: visualcapitalist.com

2 Apr 2020 No Comments

Coronavirus May Light Fuse on ‘Unexploded Bomb’ of Corporate Debt

A surge of risky borrowing by companies around the world leaves the global economy exposed to the potential costs of the outbreak. Read Full Article Here… Written By: Peter S. […]

1 Apr 2020 No Comments

Don’t Read Too Much Into Stocks’ Sudden Rebound

Summary In a little more than a month, U.S. stocks have gone from a record high to the fastest correction in history to the best week since 1938. Driving these […]