IWM Investment Management Traverse City MI
Wealth Management Services In Traverse City
MI

At what age should you start claiming Social Security?

May 7th, 2013

A great article from USA Today regarding when to take Social Security and how it is not a cut and dry decision.

Written By: Rodney Brooks

For Full Story (click here)

1Q2013 IWM Market Analysis

May 1st, 2013

Please see 1Q2013 IWM Market Analysis below.

1Q2013 IWM Market Analysis

1Q2013 IWM Investment Insights

May 1st, 2013

Please see linked 1Q2013 IWM Investment Insights below.

1Q2013 IWM Investment Insights

A Diplomas Vanishing Value

May 1st, 2013

May 1 is fast approaching, and with it the deadline for high-school seniors to commit to a college. At kitchen tables across the country, anxious students and their parents are asking: Does it really matter where I go to school?

Read Full Article here: A Diplomas Vanishing Value

written by: Jeffery Selingo

Published by: Wall Street Journal Online

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

May 1st, 2013

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 Annuity

Passive vs. Active Strategies

May 1st, 2013

Two very good articles regarding Passive vs. Active Investment Strategies in links below.

The Goal Matters More – Passive vs. Active

A Twisted Debate – Active vs. Passive

Suckers! Tech Execs Selling Stock at Record Pace

May 1st, 2013

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.

March 25th, 2013

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

March 25th, 2013

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

December 28th, 2012

Please see article written by Brett Arends of the Wall Street Journal below:

Six Money Moves You Should Make in 2013

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