Blog

Key Topics: Geographic region to region outlookEmployment gains continueRising energy prices likely to generate higher consumer price inflationThe Fed signals additional rate hikes ahead Read Full 1Q2022 IWM Market & Economic Review here...

Topics of discussion include: When Two Goals Collide: Balancing College and Retirement PreparationsAre You a HENRY? Consider These Wealth-building StrategiesCharitable Giving Can Be a Family Affair Read full February 2022 IWM Planning Newsletter here...

1Q2022 IWM Quarterly Market Analysis (click here)

1Q2022 IWM Investment Insights Newsletter (click here)

You may be at the stage in life where your kids are out of the house—or perhaps you’re just looking for a change—and want to downsize your home. There’s no question that downsizing can have many financial advantages. A smaller house can mean less upkeep, lower monthly...

Retirements have accelerated over the past year, thanks to a combination of strong market performance and the pandemic. But before you hang it up, Morningstar's Christine Benz thinks it's a good idea to trial run your retirement. Read Christine Benz and Susan...

In this Issue: Tips for Managing an InheritanceConsiderations When Making Gifts to ChildrenLife Insurance Beneficiary Mistakes to Avoid Read August 2021 IWM Planning News here...

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 constrict and modify portfolios. Please...