What Is Estate Planning and 4 Reasons Why It’s Important
Estate Planning – a phrase we hear often, but what does it entail? Do not let the word “estate” scare you. An estate, simply put, is the money and property owned by a person. This term is especially used around one’s time of death.
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”.
A Glance At 2020 So Far; Investment Committee Commentary From Independent Solutions
The first half of 2020 is now behind us an the Investment Committee at Independent Solutions have written various commentaries to talk about the first 6 months and what they think will happen in the near future.
What is Driving Big Tech Valuations?
The stock market has seen its fair share of ups and downs since the start of 2020. However, the tech industry continues to dominate, despite the ever-volatile market.
How Do You Manage A 401k In A Recession?
A recession can be a scary time for many, especially if you are saving for retirement with a 401k. During a recession, people may panic and make risky decisions such as cashing out. But for many of you out there, you could be asking yourself; How do you manage a 401k in a recession? Well […]
WFTL Radio Interview Featuring Glenn Wiggle On Market Update And Coronavirus Crisis
It’s only been a few weeks since the coronavirus crisis caused a massive market decline. But not everyone is panicking. Despite such an upset, some people see this crisis as a possible opportunity. Glenn Wiggle is on WFTL News Talk Radio to discuss updates in the market, as well as 401k, working from home, small […]
WBEN Radio Interview With Mike Lomas On 401k, The Market And Wealth Management During Coronavirus Outbreak
It’s hard to imagine that in just a few short weeks, the market has taken a turn for the worse. Some of the biggest questions many Americans are asking is, What will happen to my 401k? and What is going to happen to the market? We understand your concern, given the volatile market, and we […]
Dow Trending Down And Coronavirus Concerns
The big topic of the 2020 financial year has been, without a doubt, the coronavirus. Right now, we see a downward trend with the Dow Jones Index and the market may get worse before it gets better. One thing that needs to be considered, though, is whether or not this is going to be long […]