by Justin Knapp | Oct 17, 2024 | Uncategorized
Our Philosophy: A broadly diversified portfolio gives our clients the best chance to achieve their goals while taking as little risk as possible. However, there are fundamental economic realities that warrant consideration as we construct and modify portfolios....
by Justin Knapp | Oct 17, 2024 | Uncategorized
Key points of IWM’s 3Q2024 Market and Economic Review Following the U.S. Federal Reserve’s interest rate cut of 0.50%, we expect the Fed to cut its rate target by an additional 50 basis points this year, ending at 4.25%-4.50%. We foresee further rate cuts in the...
by Justin Knapp | Jul 29, 2024 | Uncategorized
Our quarterly investment insights newsletter gives a forward-looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 3Q2024 (click here)…
by Justin Knapp | Apr 25, 2024 | Uncategorized
Our quarterly investment insights newsletter gives a forward looking perspective on the first quarter of 2024 and beyond. IWM Investment Insights 2Q2024 (click here)…
by Justin Knapp | Mar 11, 2024 | Uncategorized
Long time client’s daughter is battling for her life with Stage 4 kidney disease and is in need of a new kidney. Any help or professional insight would be much appreciated. Jo’s website has links and lots of information: www.hero4jo.com....
by Justin Knapp | Feb 14, 2024 | Uncategorized
Topics Include: Then and Now Do You Have These Key Estate Planning Documents? Will You Work Beyond Traditional Retirement Age? February 2024 IWM Planning News (click here)…
