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

GMO’s Grantham: Not a stock market bubble, yet

June 26th, 2015

Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn’t see a trigger that would deflate valuations in the U.S. stock market … yet.

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The Role of Bond Funds in Your Portfolio

June 9th, 2015

Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation.

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Are There Any Disadvantages With Paying off a Mortgage Early?

June 9th, 2015

When deciding whether to pay off a mortgage early, a homeowner needs to consider his or her feelings about debt, the potential to earn a higher rate of return if the money were deployed elsewhere, tax savings associated with mortgage interest, future plans, and overall debt load.

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Is a Health Care Flexible Spending Account a Good Idea?

June 9th, 2015

With flexible spending accounts (FSAs), you can reduce your tax bill while setting aside money for health care costs. This article considers the pros and cons of FSAs.

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Strategies for Managing Volatility

June 9th, 2015

Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in this article.

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