The Financial Guys

Excited to Announce Independent Solutions Featured in Wealth Management Magazine

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".
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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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The Correctional Officer Strike & How NYS Failed Its Public Servants

On February 17th, thousands of Correctional Officers from facilities across New York State went on strike, protesting unsafe working conditions. What followed was a stark example of failed leadership by state Democrats — a failure to protect public servants, to honor contractually mandated workplace safety, and to grasp the challenges officers have faced since the HALT Act took effect.

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The financiers are calculating personal taxes for their customers.

Why Extending Trump’s TCJA Matters: Past, Present, and Future of U.S. Tax Policy

When President Trump signed the Tax Cuts and Jobs Act (TCJA) into law it fundamentally reshaped the U.S. tax system, delivering lower rates for individuals and businesses, spurring economic growth, and making American companies more competitive globally. Congress faces a critical decision: extend these tax cuts and continue fueling economic prosperity, or allow them to lapse, raising taxes on millions of families and businesses.

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More Posts

The Correctional Officer Strike & How NYS Failed Its Public Servants

On February 17th, thousands of Correctional Officers from facilities across New York State went on strike, protesting unsafe working conditions. What followed was a stark example of failed leadership by state Democrats — a failure to protect public servants, to honor contractually mandated workplace safety, and to grasp the challenges officers have faced since the HALT Act took effect.

The financiers are calculating personal taxes for their customers.

Why Extending Trump’s TCJA Matters: Past, Present, and Future of U.S. Tax Policy

When President Trump signed the Tax Cuts and Jobs Act (TCJA) into law it fundamentally reshaped the U.S. tax system, delivering lower rates for individuals and businesses, spurring economic growth, and making American companies more competitive globally. Congress faces a critical decision: extend these tax cuts and continue fueling economic prosperity, or allow them to lapse, raising taxes on millions of families and businesses.

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

Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC.  Independent Solutions Wealth Management, LLC and are separate and independent entities from 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

Car driving on a winter road

Why Preparing Your Car and Home and Choosing the Right Insurance Matters | The Financial Guys Home and Auto

As temperatures drop, it’s time to start thinking about winterizing your car and home. Preparing for winter isn’t just about staying cozy—it’s also about protecting your property and ensuring peace of mind. From winter storms to icy roads, cold weather brings an abundance of risks. Having the right home and auto insurance can be the decisive factor when the unexpected happens. The Financial Guys Home and Auto Division is here to help with a quick guide on getting winter-ready and why your insurance coverage is so important.

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