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

IWM Quarterly Planning News

September 2nd, 2014

In This Issue:

  • A View of Health Care from Around the World
  • Retirement Myths and Realities
  • Charitable Gifts of Items You No Longer Need
  • Why are you paying more at the pump?

Read Full Article Here…

Financial Beliefs You Might Not Like

August 25th, 2014

Stock Picking Is a Crapshoot; There Are Better Ways to Boost Returns.

Jonathon Clements writes about the reality of 13 firmly held financial beliefs.

Read Full Article Here…

Retirement: Many do-it-yourself investors not engaged

August 22nd, 2014

The majority of people are do-it-yourself investors when it comes to managing their retirement savings, according to a large study, out Tuesday.

About two-thirds (63%) of workers with 401(k)s are going it alone, managing their own investments. About half of those folks (54%) are unengaged, that is not taking an active role in managing their account, says a data analysis of 13 million participants in Fidelity Investments 401(k) plans across the country.

Read Full Article Here…

Shiller’s 3 rules for investing in “bubbly” market

August 22nd, 2014

Robert Shiller says stocks, bonds and real estate all look expensive. So what’s an investor to do? The Nobel-winning economist explains.

Read Full Article Here…

How to be happy in retirement

July 23rd, 2014

Happiness in retirement is the main goal for most all soon to be retirees. While a larger percentage of our happiness is dictated by genetics and other factors outside of our control, there is a small percentage that can be controlled. This is where the retiree needs to make a concentrated effort in creating a positive experience in their golden years.

Read Full Article Here…

Article written by: Robert Powell

Published by: USA TODAY Online

© Independent Wealth Management – All Rights Reserved.
powered by Advisor Designs - Web Designers for Financial Advisors