Blog
May 2021 Vanguard Market Perspectives
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
2Q2021 IWM Investment Insights
Please use the following link to access Independent Wealth Management's Investment Insights Quarterly Newsletter: 2Q2021 IWM Investment Insights (click here)...
Long-Term Tax Planning Requires Guessing. Focus on the Near-Term.
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...
The Good News about Retirement Income
A lower starting withdrawal rate doesn't guarantee you'll have to live on less. When it comes to in-retirement retirement income; and specifically the amount you can safely withdraw from your portfolio without running out; I’ve got good news and bad news. Read Full...
1Q2021 IWM Market & Economic Review
Please use the following link to access Independent Wealth Management's Market and Economic Review Quarterly Newsletter: 1Q2021 IWM Market & Economic Review (click here)...
2Q2021 IWM Market Analysis
2Q2021 IWM Market Analysis (click here)...
The Best Way to Manage Sequence of Return Risk
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...
4Q2020 IWM Market Analysis
4Q2020 IWM Market Analysis (click here)...