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 […]

 We all have financial goals beyond just saving for retirement. But too often, those goals remain dreams rather than realities. At iWealth, we’ve developed a proven planning method called “iBuckets” to help clients proactively fund their unique goals. The key is identifying your personal goals, creating specific accounts or “buckets” for each, and directing […]