At Iowa Wealth Management, one of our objectives is that we absolutely do NOT want our clients to be confused each time they receive their monthly statement. It’s not just bad business, it means we’re not doing our job in keeping you informed and educated on your portfolio. One way we attempt to do this is by sharing examples and stories.
The “Summer Slump” of investing is long gone, and that means it’s our favorite season - portfolio review season.
As interest rates have continued their almost forty year decline (interest rates in the modern era peaked early in the Reagan Administration), more and more investors and savers have discovered that there is nothing “fixed” about fixed income investing.
…to Roth or not to Roth?
Have you ever thought about how we prepare for your review meetings? There’s more to our preparations than just printing off your performance documents.
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