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

1Q2012 IWM Market & Economic Summary

May 1st, 2012

Please see IWM’s Market and Economic Summary for 1Q2012 by (Clicking Here)…

1Q2012 IWM Investment Insights Newsletter

April 18th, 2012

Independent Wealth Managements first quarter newsletter provides insights from the 1Q2012 and outlook for the 2Q2012.

To read full newsletter (Click Here)…

New Lawsuits Over Self-Directed IRA’s

April 18th, 2012

A wave of blowups in do-it-yourself individual retirement accounts has prompted some investors to go after firms that handle the paperwork.

Two custodians of self-directed IRAs were sued in U.S. District Court in Los Angeles on Monday by three investors who allege that the companies knew the investors’ money had been stolen by scam artists yet sent them reports showing their nest eggs to be intact.

To read full article (Click Here)…

Written by: Kelly Greene

Published by: The Wall Street Journal Online

The Best New Credit Cards of 2012

April 18th, 2012

This article outlines Credit Cards that provide consumers the best options for 2012.

To read full article (Click Here)…

Published by: SmartMoney.com

Written by: Annamaria  Androitis

Avoiding Money Death – A New Option for Your Nest Egg

March 30th, 2012

The good news is Americans are living longer. But the worry for many retirees is that they’ll outlive their savings.

The average life expectancy for men in the U.S. now reaches 83 years old — and women are living to age 86. Living 20 years or more beyond the traditional retirement age may call for some non-traditional investment moves. Read full Article (Click Here)…

Written By: Sharon Epperson of  www.cnbc.com

 

Testing the 4%-a-Year Retirement Rule

March 5th, 2012

The adviser who coined this rule of thumb for withdrawals is watching how it holds up in tough markets.

(Click Here) for full article…

Article written by: Shefali Anand

Bad News for Boomers

March 5th, 2012

If you’re a baby boomer, you’ve got a big problem when it comes to the investment returns you can expect in retirement: It’s the sheer number of other boomers who are also getting ready to leave the workplace and rely on their portfolios to help pay the bills.

(Click Here) for full article…

Article written by: Karen Damato

Pay off debt first or contribute to 401(k)?

March 5th, 2012

A good Q&A with NAPFA- Registered Financial Adviser Bobbie Munroe

(Click Here) for full Q&A article…

IRAs Get Sexier

March 5th, 2012

A WSJ.com article written by Laura Saunders explaining that IRA’s appeal to a growing number of people.

(Click Here) for full article…

Main Street’s $100 Billion Stock-Market Blunder

February 28th, 2012

The market may be back to pre-crisis levels, but many regular investors have missed out.

(Click Here) for full article

Written By: Brett Arends

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