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Greetings, Carl here. Humans are pattern-recognition machines. We see patterns everywhere! In fact, we’re so good at recognizing patterns that we often see them where they don’t even exist. This shows up frequently anywhere there are big bodies of data. And while...

In This Issue: Growing Interest in Socially Responsible InvestingHome-Sweet-Home EquityMoney Market Funds in a Low Rate Environment May 2021 IWM Planning News (click here)...

Vanguard Market Perspectives provides an update on financial markets and economy monthly. May 2021 Vanguard Market Perspectives (click here)... Written & Published by: Vanguard Investment Strategy Group

Please use the following link to access Independent Wealth Management's Market and Economic Review Quarterly Newsletter: 1Q2021 IWM Market & Economic Review (click here)...

Please use the following link to access Independent Wealth Management's Investment Insights Quarterly Newsletter: 2Q2021 IWM Investment Insights (click here)...

2Q2021 IWM Market Analysis (click here)...

There’s a common idea that tax planning is a very precise mathematical procedure. Some parts of it are. But there’s also a fair bit of guessing going on. For instance, with retirement tax planning, the process each year is usually to: Identify the various income...

I talked with a group of financial advisors in recent weeks about retirement planning and one of the topics that kept coming up was sequence of return risk. This is basically the idea that you if experience poor returns or a huge bear market when withdrawing your...