• 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

3Q2019 Market & Economic Review

by Justin Knapp | Oct 25, 2019 | Uncategorized

3Q2019 Market & Economic Review ( click here )…

4Q2019 IWM Investment Insights Newsletter

by Justin Knapp | Oct 25, 2019 | Uncategorized

4Q2019 IWM Investment Insights Newsletter (click here)…

Here’s how much you should put in your 401(k) each month to retire with $1.5 million

by Justin Knapp | Aug 6, 2019 | Financial Articles, Uncategorized

Experts often recommend saving up $1 million before you retire. But in many cases, that may not be enough, thanks in part to longer life expectancy and disappearing pensions. What would it take to bump your retirement savings goal up from $1 million to $1.5 million?...

2Q2019 IWM Market and Economic Review

by Justin Knapp | Jul 17, 2019 | Uncategorized

Please see 2Q2019 IWM Market and Economic Review (click here)…

3Q2019 IWM Investment Insights Newsletter

by Justin Knapp | Jul 17, 2019 | Uncategorized

3Q2019 IWM Investment Insights Newsletter (click here)…

3Q2019 IWM Market Analysis

by Justin Knapp | Jul 17, 2019 | Uncategorized

Please see 3Q2019 IWM Market Analysis (click here)…
« Older Entries
Next Entries »

Latest Posts

  • 3Q2025 IWM Market Analysis October 31, 2025
  • 4Q2025 IWM Investment Insights Newsletter October 31, 2025
  • 3Q2025 IWM Market & Economic Review October 31, 2025
  • August 2025 IWM Planning News August 13, 2025
  • 1Q2025 IWM Market Analysis February 4, 2025

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

  • 3Q2025 IWM Market Analysis October 31, 2025
  • 4Q2025 IWM Investment Insights Newsletter October 31, 2025
  • 3Q2025 IWM Market & Economic Review October 31, 2025
  • August 2025 IWM Planning News August 13, 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