The Financial Guys

Excited to Announce Independent Solutions Featured in Wealth Management Magazine

Picture of The Financial Guys

The Financial Guys

Excited to Announce Independent Solutions Featured in Wealth Management Magazine

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“We ask: “Have we robbed Peter to pay Paul?” In other words, has the 39% bounce (through 06/03/20) off the S&P 500’s March low pulled forward gains that can’t possibly be built or sustained given the full and speedy COVID recovery reflected in stock prices? If the answer is “yes,” then we’re set up for a disappointing second half of 2020. “

This week, Independent Solutions Wealth Management’s Investment Committee members, Dan Neiman, and Paul Meeks share with Wealth Management Magazine their outlook for the remainder of the year 2020 in the featured article titled “Transitioning Portfolios to Business 2.0”. The article discusses COVID’s profound impact on the markets and what it means for companies in their transition to what we can refer to as ‘Business 2.0’.

We wanted to thanks WealthManagement.com for the opportunity to be a part of this publication.

Read the full article here.


“Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC , Advisory services offered through Independent Solutions Wealth Management LLC., an SEC Registered Investment Adviser.

The Financial Guys and Independent Solutions Wealth Management LLC. are not affiliates of Peak Brokerage Services, LLC.”

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“Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC , Advisory services offered through Independent Solutions Wealth Management LLC., an SEC Registered Investment Adviser.

The Financial Guys and Independent Solutions Wealth Management LLC. are not affiliates of Peak Brokerage Services, LLC.”

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Picture of The Financial Guys

The Financial Guys

Excited to Announce Independent Solutions Featured in Wealth Management Magazine

Share this post

“We ask: “Have we robbed Peter to pay Paul?” In other words, has the 39% bounce (through 06/03/20) off the S&P 500’s March low pulled forward gains that can’t possibly be built or sustained given the full and speedy COVID recovery reflected in stock prices? If the answer is “yes,” then we’re set up for a disappointing second half of 2020. “

This week, Independent Solutions Wealth Management’s Investment Committee members, Dan Neiman, and Paul Meeks share with Wealth Management Magazine their outlook for the remainder of the year 2020 in the featured article titled “Transitioning Portfolios to Business 2.0”. The article discusses COVID’s profound impact on the markets and what it means for companies in their transition to what we can refer to as ‘Business 2.0’.

We wanted to thanks WealthManagement.com for the opportunity to be a part of this publication.

Read the full article here.


“Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC , Advisory services offered through Independent Solutions Wealth Management LLC., an SEC Registered Investment Adviser.

The Financial Guys and Independent Solutions Wealth Management LLC. are not affiliates of Peak Brokerage Services, LLC.”

Share this post

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Mike Lomas On Government Spending

Michael Lomas, CEO and Co-Founder of The Financial Guys, recently penned this guest editorial detailing the repercussions of the United States financial support of Ukraine. After Congress approved a $61 billion foreign aid package to help beat back Russian aggression, Lomas explains how this is a slap in the face to every hard working American.

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