In this episode of the iWealth Podcast, hosts Brad Connors and Matt Wiechmann break down the key highlights of Q2 2024. They discuss the strong performance of the S&P 500, driven largely by tech giants, and the importance of understanding market weightings. The episode also covers the impact of the upcoming election on the market, […]
Artificial Intelligence (AI) is continually seeking to play an increasingly larger role in the financial planning and wealth management industry, significantly improving some aspects of the industry. The bigger question is how does AI impact our iWealth team and our clients? Enhancing Advisor Efficiency and Productivity AI can automate many routine, time-consuming tasks such […]
Over decades of working with clients, our iWealth team has always taken our client’s financial security very seriously. With Artificial Intelligence and other scams continuously evolving, our team continues to stay on the front lines of keeping your financial safety paramount. Here are a few of the things you can count on when working with […]
Deciding on the balance between saving for college or retirement can be a tough choice, which ultimately depends on your individual circumstances and priorities. At iWealth, we largely take the approach of telling our clients to “put their own oxygen mask on first” to borrow the airline analogy, as it’s vital our clients are able […]
In iWealth’s Q1 2024 update, Brad and his guest dive into a discussion about the second quarter of 2024, providing insights into recent Q1 market trends and upcoming client updates. Reflecting on the previous quarter, Brad highlights the impressive performance of the market, attributing it to the strong economic conditions. He discusses the shift in […]
Holistic financial planning is a comprehensive approach to managing one’s finances that considers all aspects of an individual’s or family’s finances. Instead of the traditional financial advisor role of focusing solely on investments or budgeting, holistic financial planners, such as iWealth, consider broader factors such as a person’s goals, values, risk tolerance, lifestyle and future […]