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 […]

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that inflation accelerated slightly more than expected. Bond yields rose, and stocks retreated in response, as investors feared the news could influence the Fed’s rate […]

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 […]