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A Smart Way to Include International Stocks in Your Portfolio

November 26th, 2014

Last week, Jason Zweig made a persuasive case for going global. Valuations are indeed attractive, but there is yet another argument to be made in favor of including international stocks in a portfolio. It revolves around both diversification and, in a way, market timing.

The diversification argument is simple. Living in a global economy as we do, I wouldn’t consider limiting my stock buying to only my home state or country, and neither should you. In fact, I’d diversify into interstellar stock markets if I could. The argument that we get enough international exposure by owning U.S. stocks which do business overseas is flawed, and gets me to my second argument, market timing.

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Written By: Allen S. Roth


Michael Hasenstab Bets Big in Controversial Places

November 21st, 2014

Franklin Templeton mutual-fund manager Michael Hasenstab is a workhorse at finding the best bond returns in controversial places like Ukraine and Hungary.

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Written By: Matt Wirz


We Need Stock Prices to Fall 25%

November 21st, 2014

In early October, as share prices wobbled, I had high hopes that U.S. stocks would plummet to attractive levels. Instead, shares have shot higher, adding to the rip-roaring bull market that has seen stocks triple since March 2009.

The long rally has done wonders for my portfolio’s value. But it also means stocks are now more richly valued—and expected returns are lower. Unless you never again plan to add to your stock portfolio, you should have mixed feelings about the market’s heady gains.

Think about all the money you’ll invest in stocks in the years ahead, whether it’s with new savings, reinvested dividends or by shifting money from elsewhere in your portfolio. Wouldn’t you rather buy at 2009 prices than at today’s nosebleed valuations?

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Written By: Jonathan Clements



Bad Stock-Market Timing Fueled Wealth Disparity

November 5th, 2014

Millions of Americans inadvertently made a classic investment mistake that contributed to today’s widening economic inequality: They bought high and sold low.

Late in the stock-market booms of the 1990s and 2000s, more U.S. families clambered into stocks as indexes surged. Then, once markets tumbled, many households sold and took losses.

Those that held on during the most recent collapses reaped the benefits as stocks nearly tripled between 2009 and today.

Please see full Wall Street Journal article here…

Article written by: Josh Zumbrun

Published by: WSJ.com

3Q2014 IWM Market Analysis

November 5th, 2014

Independent Wealth Managements 3Q2014 Market Analysis takes a look back at the previous quarter and outlines current views of the overall economy.

Please see 3Q2014 IWM Market Analysis here…

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