We are reaching the end of March as the Coronavirus continues to wreak havoc everywhere. The markets are still feeling it’s ugly affects. But that is not stopping us from doing everything we can to protect your investments. One of Independent Solutions Chartered Financial Analysts; John Thur has recently come out with his first quarter […]
Since the onset of the COVID-19 Virus, we have made it our priority to give you the updates on the market. We understand that you are worried about your 401k, your stocks, long term financial plans, and then some. Our committee members have decided to start a weekly update every Thursday to keep you in […]
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. […]
The coronavirus continues to cause issues throughout the globe and is having quite an impact on the market. But is this a time to panic or time to take advantage of a buying opportunity? Glenn Wiggle from The Financial Guys is on WFTL Radio to talk about the effects of the coronavirus on the DOW. […]
Have you heard of The Financial Guys radio show on WBEN? If you have not, it is the show where money meets politics. Glenn Wiggle and Mike Lomas have hosted the radio show for over 20 years now and always have valuable insight on both politics and finances. If you haven’t heard any of their […]
We hope 2020 is going well for you. We are announcing the first client & committee conference call of the new year. If you have not heard of this or have attended one before, it is a call that you have a chance to listen in on. The investment committee members host a conference call […]
On December 20th, 2019, a new law was written and taken into effect on January 1st, 2020. The SECURE Act, also known as Setting Every Community Up for Retirement Enhancement, aims to make retirement easier for Americans. But what does this all mean for you? Will it impact your retirement plans? Will it help with […]
Technology Stock Then And Now Do you Remember this interview from Independent Solutions Investment Committee member Paul Meeks? Paul appeared on CNBC’s “Squawk Picks” this past October and shared his Big Tech Picks. If you haven’t seen this interview, then we highly suggest you watch the interview before reading the rest of this article. You […]
2020 is already off to a fantastic start. We are happy to announce our feature in the 2020 Market Outlook issue of Wealth Management Magazine. We are honored to be included in this publication and encourage you to read this special issue. The article was written by Paul Meeks and Dan Neiman. The two investment […]
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 […]