Blog
How Not To Evaluate Investment Performance
Don’t assess your investment performance… Over the wrong time frame. Without proper perspective. Expecting to outperform every year. With an expectation that corrective action is always required. Read Full Article Here... Written By: Issac Presley, CFA The Cordant...
Lower Your Tax Bill With Year-End Planning
By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15. Read Full Article Here...
How to Improve Your Retirement Income if You Haven’t Saved
Many Americans are ill prepared for retirement, so they will have to rely more on Social Security. But near-retirees have some ways to improve their retirement math. Read Full Article Here... Written By: Mark Miller NY Times.com
How much money should you leave when you die?
Here is a great story and discussion about a 77-year librarian who left his entire $4 million estate to his alma mater, which is also where he worked. Read Full Article Here... Written By: Michelle Singletary Published By: The Washington Post online
How to protect yourself from fraud by your own bank
We often worry about having to monitor our bank and credit card accounts from identity theft or outside fraud. But no one ever warned us about having to worry about and monitor our accounts for bogus activity from the very institutions with which we do business. Well,...
2nd Quarter 2016 IWM Market & Economic Review
2nd Quarter 2016 IWM Market & Economic Review (click here)...
2nd Quarter 2016 IWM Investment Insights
2nd Quarter 2016 IWM Investment Insights (click here)...
2nd Quarter 2016 IWM Market Analysis
Independent Wealth Management's 2nd Quarter 2016 Market Analysis outlines the quarters economic news and analytics. View 2nd Quarter 2016 Market Analysis Here...