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Retirement Planning When You Have Enough

by Justin Knapp | Sep 29, 2020 | Financial Articles

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.  Read Full Article Here… Written By: Christine Benz Published By: www.Morningstar.com

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...

El-Erian says he wouldn’t buy into market yet, but offers a plan for those who feel they must

by Justin Knapp | Apr 1, 2020 | Financial Articles

Mohamed El-Erian said Wednesday he would be hesitant to put cash to work, arguing the stock market is still on a downward trend due to the coronavirus pandemic. But he offered a roadmap for investors who feel inclined to add to their portfolios. Read Full Article...
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