Letter from the CIO

In light of the downward movement in equity markets, Independent Solutions Wealth Management has been monitoring our strategies carefully and focusing on readying our portfolios for our next steps. As a reminder, our strategic allocation models were rebalanced in January, which took gains off the table from 2019 and reallocated those gains to fixed income. […]

Economic and Market Update Q4 2019

Client & Investment Committee Conference Call At Independent Solutions, we believe communication is the key to a happy client. For that reason, the Investment Committee Members host a conference call each quarter to discuss recent market activity, investment strategies, insights, and market forecasts. The team extends clients and the public the invitation to listen in […]