The Financial Guys
Excited to Announce Independent Solutions Featured in Wealth Management Magazine
- ,
- , News
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.
“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

Is Your Retirement Plan Ready? 7 Questions to Ask
At The Financial Guys, we believe retirement planning goes beyond an account balance. Investments, income, Social Security, taxes, healthcare, insurance, and long-term goals all need to work together.

Plan Ahead for Medicare Annual Enrollment 2026 (Oct 15–Dec 7)
As fall approaches, Medicare’s Annual Enrollment Period is your window to review coverage and make changes. Plan details for 2027 go live Oct 1; enrollment runs Oct 15–Dec 7; new coverage starts Jan 1. Here’s what to gather now and how to get ready.

Heroes on the Harbor: Thank You to Our Veterans and Families
Heroes on the Harbor is our way of recognizing the men and women who’ve served this country, and the families who’ve stood with them. The afternoon wasn’t about presentations or pitches. It was about connection: sharing a meal near the water, swapping stories, and spending time with people who understand what service asks of a family.


