When market volatility strikes, investors often feel rattled, prone to making brash money moves that undermine their financial plans. Savvy financial advisors play a calming role during these turbulent times by offering perspective and stable guidance to clients. It’s Natural to Feel Unsettled Human emotions are hardwired to prioritize threats and negative headlines. So when […]

Dollar cost averaging is a time-tested strategy to build wealth for retirement over the long run. While simple in concept, many investors don’t fully grasp the mechanics and advantages of dollar cost averaging. In our latest podcast, I explain exactly how dollar cost averaging works and why it’s such a powerful tool for retirement savers. […]

2020 tested investors with unprecedented volatility stemming from the COVID-19 crisis. Now as we enter 2021, many are wondering – where are markets and the economy headed next? In a recent podcast, I provided an in-depth analysis of 2020 and shared insights on the outlook for 2021 and beyond. Reviewing the Tumultuous Events of 2020 […]

We are excited to announce that iWealth will be forming a partnership with Roundbank and their Investment Solutions department. iWealth will be providing financial planning services to existing and new Roundbank clients. As a Roundbank Investment Solutions client, we would like to take this opportunity to introduce you to the iWealth team. This partnership is […]

We regularly review critical financial planning areas with our clients. Our stats on will and estate planning completion reveal an urgent need for more people to take action. Recent data shows that only 27% of clients have fully completed wills, despite consistent encouragement at reviews. Just 21% have held family meetings to communicate inheritance plans […]