• 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

2nd Quarter 2016 IWM Market & Economic Review

by Justin Knapp | Jul 20, 2016 | Quarterly Newsletters & Planning Alerts

2nd Quarter 2016 IWM Market & Economic Review (click here)…  

2nd Quarter 2016 IWM Investment Insights

by Justin Knapp | Jul 20, 2016 | Quarterly Newsletters & Planning Alerts

2nd Quarter 2016 IWM Investment Insights (click here)…  

4Q2015 IWM Market & Economic Review

by Justin Knapp | Feb 1, 2016 | Quarterly Newsletters & Planning Alerts

4Q2015 IWM Market & Economic Review (click here)

4Q2015 IWM Investment Insights

by Justin Knapp | Feb 1, 2016 | Quarterly Newsletters & Planning Alerts

4Q2015 IWM Investment Insights (click here)

3Q2015 IWM Market and Economic Review

by Justin Knapp | Nov 20, 2015 | Quarterly Newsletters & Planning Alerts, Uncategorized

3Q2015 IWM Market and Economic Review (click here)

Holding Equities for the Long Term: Time Versus Timing

by Justin Knapp | Sep 1, 2015 | Financial Articles, Quarterly Newsletters & Planning Alerts

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long term is particularly important with...
« Older Entries
Next 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