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. … Continue Reading

Paul Meeks technology graph

Paul Meeks Was On The Money With This Technology Stock

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 … Continue Reading

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 … Continue Reading