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 […]

In recent years, passive investing through low-cost ETFs has surged in popularity. However, there are times when an active management approach may better serve investors navigating changing market cycles. The Passive Investing Boom Passive ETFs simply track a market index, like the S&P 500. They provide broad diversification and low costs but move up and […]

For the past 7 years, iWealth has proudly partnered with the Waseca Area Neighborhood Service Center for a holiday food drive benefiting hundreds of local families. This year, we hope you’ll consider contributing to this meaningful effort supporting our community. The Impact Thus Far Over the years, together with your generous support, we’ve provided thousands […]

When investing for retirement, most people only focus on achieving an acceptable average rate of return. However, once you stop working and start withdrawing, average returns are no longer enough. To avoid running out of money, sequence of returns becomes critical. During your career, average returns determine how your portfolio grows over time. But in […]