• YouTube
  • (231) 929-1086
  • info@iwmusa.com
Independent Wealth Management
  • Your Needs
  • Values
    • Experienced
    • Independent
    • Fee-Only
  • Philosophy
  • Services
  • Team
    • Jay Berger, CFP®
    • Steve Fisher, CFP®
    • Scott Hackney, CFP®
    • Justin Knapp
    • Darlene Rice
  • myIWM
    • Client Personal Websites
    • Fidelity
  • More
    • Contact Us
    • Documents
    • Blog
Select Page

October 2020 IWM Planning Alert

by Justin Knapp | Sep 29, 2020 | Current Affairs, Financial Articles, Government, Quarterly Newsletters & Planning Alerts

Election 2020: What It Could Mean For Investors For some investors, the outcome of U.S. presidential election can be a concern as it relates to stock performance. The reality is that markets have tended to power through presidential elections – with some...

Exclusive: The Billionaire Who Wanted to Die Broke… Is Now Officially Broke

by Justin Knapp | Sep 29, 2020 | Current Affairs, Financial Articles

It took decades, but Chuck Feeney, the former billionaire cofounder of retail giant Duty Free Shoppers has finally given all his money away to charity. He has nothing left now and couldn’t be happier. Read Full Article Here… Written By: Steven Bertoni...

2Q2020 IWM Investment Insights

by Justin Knapp | May 1, 2020 | Current Affairs, Financial Articles, Quarterly Newsletters & Planning Alerts

Please see Independent Wealth Management’s 2Q2020 IWM Investment Insights Newsletter (click here)…

Vanguard’s Market Perspectives May 2020

by Justin Knapp | May 1, 2020 | Current Affairs, Financial Articles

Please see Vanguard’s monthly economic and market update for May 2020 (click here)…

Why and How to Index in US Small Caps

by Justin Knapp | Apr 16, 2020 | Current Affairs, Financial Articles

Broad diversification and low fees make indexing a good bet in the arena. Read Full Article Here… Written By: Venkata Sai Upplauri Published By: www.morningstar.com

Don’t Read Too Much Into Stocks’ Sudden Rebound

by Justin Knapp | Apr 1, 2020 | Current Affairs, Financial Articles

Summary In a little more than a month, U.S. stocks have gone from a record high to the fastest correction in history to the best week since 1938. Driving these moves to a great extent were the contrasting investor sentiments of complacency at first and then panic. If...
« Older Entries

Latest Posts

  • 1Q2025 IWM Market Analysis February 4, 2025
  • 4Q2024 IWM Market & Economic Review February 4, 2025
  • 1Q2025 IWM Investment Insights Newsletter February 4, 2025
  • 4Q2024 IWM Investment Insights Newsletter October 17, 2024
  • 3Q2024 Market and Economic Review October 17, 2024

Categories

  • Books
  • Companies
  • Current Affairs
  • Financial Articles
  • Financial Planning Perspectives
  • FINRA
  • Fleeced
  • Fleecing Fighters
  • Focus on Fiduciary
  • Government
  • International
  • Key Data
  • On the Fleece
  • People
  • Quarterly Market Analysis
  • Quarterly Newsletters & Planning Alerts
  • Quote of the Day
  • Religion
  • Retirement
  • Sports
  • Stat of the Day
  • Uncategorized
  • Web/Tech

Team

IWMUSA Team

Get the financial guidance you need from professionals you can trust.

Blog

  • 1Q2025 IWM Market Analysis February 4, 2025
  • 4Q2024 IWM Market & Economic Review February 4, 2025
  • 1Q2025 IWM Investment Insights Newsletter February 4, 2025
  • 4Q2024 IWM Investment Insights Newsletter October 17, 2024

Disclosures

ADV Part 2A

ADV Part 3

Privacy Policy

Contact Information


236 1/2 East Front Street
Traverse City, MI 49684
Tel (231) 929-1086

Contact Us

  • YouTube
 
©2025 Independent Wealth Management. All rights reserved.

Financial Advisor Websites by Advisor DesignsBy Advisor Designs