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

The Case for Global Investing

February 20th, 2015

Our research partner Litman Gregory stressing the importance of global investing.

Please read full article here…

Anthem Data Breach may affect Michigan Blue Cross Participants

February 6th, 2015

The Anthem data breach that has been in the headlines most likely includes Michigan Blue Cross clients. If you have a Blue Cross Blue Shield policy and feel your data will be jeopardized, please see linked Fraud Alert-Identity Theft Information (PDF) 

4Q2014 IWM Investment Insights

February 3rd, 2015

Independent Wealth Managements 4Q2014 Investment Insights publication looks forward at the remainder of the year 2014 and beyond.

Please see publication here…

4Q2014 IWM Market & Economic Review

February 3rd, 2015

Please see Independent  Wealth Managements 4Q2014 Market and Economic Review (click here)

4Q2014 IWM Market Analysis

February 3rd, 2015

The IWM Market Analysis gives you a look back at the 4th quarter 2014 and how the overall economic picture was trending throughout the quarter. It also touches on the economic and investment outlook moving forward.

Please see 4Q2014 IWM Market Analysis here…

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