Blog

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...

3Q2021 IWM Market Analysis (click here)...

Here are strategies that can be helpful for clients who have regrets over the timing of their Social Security claiming decision, whether they claimed early rather than holding out for a bigger check or waited longer than necessary. I often receive emails from...