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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 SpaceX IPO: What It Means for Your Portfolio

SpaceX went public on June 12th, listing on the Nasdaq under the ticker SPCX. At roughly a $1.77 trillion valuation on its offering price, it was the largest initial public offering in market history, more than triple the previous U.S. record. For anyone who owns U.S. equities, it is worth understanding how the stock fits into the major indexes and what that means for the holdings you already own.

This breakdown covers the price action, trading volume, index flows, and the outlook over the coming months and years.

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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.

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

What War Means for Investors | The Financial Guys

Every time conflict erupts somewhere in the world, markets react almost immediately. History shows, however, that those first reactions are often misleading. While headlines spark panic, investors who stay disciplined and understand how different assets respond to conflict are often the ones who come out ahead.

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