IWM Investment Management Traverse City MI
Wealth Management Services In Traverse City
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The Empire Strikes Back

September 27th, 2013

Written by: John Rekenthaler

Good article regarding active vs. passive funds. Giving positives and negatives for both. This is based on 30,000 data points.

(click here) for article

 

 

Quote of the Day

May 31st, 2013

“Should everyone index everything? The answer is resoundingly “no”. In fact, if everyone indexed, capital markets would cease to provide the relatively efficient security prices that make indexing an attractive strategy for some investors. All the research undertaken by active managers keeps prices closer to values, enabling indexed investors to catch a free ride without paying the costs.

Thus there is a fragile equilibrium in which some investors choose to index some or all of their money, while the rest continue to search for mispriced securities.

Should you index at least some of your portfolio? This is up to you. I only suggest that you consider the option. In the long run, this boring approach can give you more time for more interesting activities such as music, art, literature, sports, and so on. And it very well may leave you with more money as well.”

- William F. Sharpe

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

 

IWM Planning News November 2011 Edition

November 10th, 2011

In this issue:
• Why Does Europe Affect Your Portfolio
• Long-Term Care Planning Is Important for Women
• Factoring Health Care Costs into Retirement Planning

IWM Planning News November 2011 Edition (click here)

IWM Planning News September 2011 Edition

September 30th, 2011

In this issue:

  • The Spousal IRA Rule
  • All about Indices
  • A/B and A/B/C Trusts?

IWM Planning News September 2011 Edition here…

2Q2011 IWM Market Analysis Quarterly

September 6th, 2011

2Q2011 IWM Market Analysis Quarterly ( Click Here)

2Q2011 IWM Investment Insights Quarterly Newsletter

September 6th, 2011

2Q2011 IWM Investment Insights Quarterly Newsletter ( Click Here)

Money Funds Dial Down Risk

July 28th, 2011

WSJ.com Article written by Mary Pilon and Liz Rappaport

As European and American policy makers scramble to avert debt crises, money-market mutual funds are reducing risk and boosting their cash holdings in an effort to prepare for a wave of investor redemption’s. Read Full Article…

Structured products ‘absurdly destructive’ for retail investors: Report

June 10th, 2011

Article written by: Liz Skinner

Structured notes and other derivatives products have been marketed by Wall Street as safe and secure investments. Of course, there’s safe and then there’s safe. Retail investors of all stripes have lost at least $113 billion by purchasing these purportedly safe instruments, according to a new study conducted by the nonpartisan policy center Demos and The Nation Institute, a media think tank. Read More Here…

Want To Retire Wealthier? Start by Scanning Your Photo – WSJ.com

March 30th, 2011

Read Wall Street Journal Article here…

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