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

Warren Buffett: Why stocks beat gold and bonds

February 23rd, 2012

A good analogy on the value of gold compared to other alternatives.

(Click Here) for article

Written By: Warren Buffet

IWM Planning News February 2012

February 23rd, 2012

In this issue of IWM Planning News:

1) Qualified Charitable Distributions Qualify for RMD’s

2) How Much Do You Know about Social Security

3) Retirement Plan and IRA Limits for 2012

4) Ask the Experts: Are hobby expenses deductible?

For the full IWM Planning News (click here)

 

 

4Q2011 IWM Market Analysis

January 30th, 2012

Please check out our quarterly IWM Market Analysis below:

4Q2011 IWM Market Analysis

4Q2011 IWM Investment Insights Newsletter

January 30th, 2012

Please check out our Quarterly Newsletter linked below:

4Q2011 IWM Investment Insights Newsletter

2012 Annual Limits and Key Data

January 5th, 2012

College for Financial Planning publication of 2012 Annual Limits Relating to Financial Planning.

2012 Annual Limits and Key Data (click here)

Unwelcome First Looms for Gross

December 22nd, 2011

Wall Street Journal article by: Min Zeng

Pimco fund is set for first annual outflow. Pimco’s Total Return Fund has underperformed the market benchmark of 7.86% with a sheepish 3.79% return. Read Article (click here)…

Believe it or not, portfolio diversification has worked

December 13th, 2011

Article written by: USA Today’s Matt Krantz

Diversification has turned into a dirty word with many investors saving for retirement.

It looks great on paper. Diversification is the hailed financial theory that says investors can reduce the ups and downs of their portfolio by sprinkling money all over the place in different types of investments, rather than plunking down everything on just household-name U.S. stocks. Read Full Article Here…

Finding an Adviser

December 13th, 2011

A Wall Street Journal article outlining how to pick your first Financial Adviser.

By: Rachel Louise Ensign

Read Full Article Here…

Keeping Market Volatility in Perspective

November 30th, 2011

When markets are volatile, sticking to a long-term investing strategy can be a challenge. To keep the ups and downs in perspective, it might help to look at past market cycles to see how recent market action compares.

Read More of Article ( here )…

Social Security and Medicare Figures for 2012

November 21st, 2011

Linked below is an article explaining the Social Security and Medicare Figures for 2012.

2012 Social Security and Medicare Figures (click here)

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