Blog
Avoid Worrying About a Future That May Never Happen
I love spending time in the mountains. So a few weeks ago, I jumped at the opportunity to join a friend, my son and seven of his friends on a trip into the Uinta Mountains. This range sits about an hour east of our home in Park City, Utah. We planned the trip to last...
The inspiring story of the worst market timer ever
As stocks have become mighty volatile, long-term investors could be induced to become more short-term oriented in their thinking, buying stocks on a single day's rally, or selling after a swift 11 percent decline, such as we saw from Wednesday to Tuesday. Based on the...
How to invest during volatile markets
After years of relatively calm and stable financial markets, volatility is back. Fears over slowing growth in China, a correction in China's stock markets and devaluation of their currency has raised many questions about how this will affect the global and U.S....
Holding Equities for the Long Term: Time Versus Timing
Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long term is particularly important with...
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...
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. According to NASA, the trip “took about one minute less than predicted when the craft was...
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 math of bonds makes clear, rising interest rates will drive...
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 “backdoor Roth contribution” instead, by simply contributing to a non-deductible IRA...