• 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

5 Key Questions to Ask Before Purchasing an Equity-Indexed Annuity

by Justin Knapp | May 1, 2013 | Current Affairs, Financial Articles

Equity-indexed annuities promise what is the holy grail for many investors: a chance to participate in the equity market’s gains along with a baseline guaranteed rate of return. Read Full Article here: 5 Key Questions to Ask Before Purchasing an Equity-Indexed...

Suckers! Tech Execs Selling Stock at Record Pace

by Justin Knapp | May 1, 2013 | Current Affairs, Financial Articles

Insider selling at the biggest technology companies hit a record pace over the last six months even as investors snatched up shares, pushing the Nasdaq Composite Index to a 12-year high. Full Story (here)

Counting on an Inheritance? Count Again.

by Justin Knapp | Mar 25, 2013 | Current Affairs, Financial Articles

Baby Boomers Counting On an Inheritance May Have to Support Parents Instead Read article through link below, written by the WSJ Online by Anne Tergesen Counting on an Inheritance? Count Again (Click Here)

The Experts: How Spouses Can Avoid Conflict in Retirement

by Justin Knapp | Mar 25, 2013 | Financial Articles

Please see articl link below written by the WSJ Online. The Experts: How Spouses Can Avoid Conflict in Retirement

Six Money Moves You Should Make in 2013

by Justin Knapp | Dec 28, 2012 | Current Affairs, Financial Articles

Please see article written by Brett Arends of the Wall Street Journal below: Six Money Moves You Should Make in 2013

Taxes Moves to Make Now

by Justin Knapp | Nov 28, 2012 | Current Affairs, Financial Articles

Please see article link below: Tax Moves to Make Now (click here)…
« Older Entries
Next Entries »

Latest Posts

  • August 2025 IWM Planning News August 13, 2025
  • 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

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

  • August 2025 IWM Planning News August 13, 2025
  • 1Q2025 IWM Market Analysis February 4, 2025
  • 4Q2024 IWM Market & Economic Review February 4, 2025
  • 1Q2025 IWM Investment Insights Newsletter February 4, 2025

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