Market Update

Newsletter: June 2018

 

Independent Wealth Management, LLC

 

Hank Parks, CFP®
Stacey Hyde, CPA, CFA, CFP®
Hulon Warlick, CRC®
Clay Chapman
5050 Poplar Avenue, Suite 2200
Memphis, TN 38157
901-844-0382
info@i-wmonline.com
www.i-wmonline.com

June 2018

We would like to take the opportunity to wish you and your family a safe and fun-filled 4th of July holiday. 2018 is nearing the half-way point. This is a great time to take a few moments to familiarize yourself with the tax changes that are effective for 2018 and how they might impact you.

On a non-financial note, take the time to tell those close to you how much they mean to you. Make it a point to spend time with family and friends during these longer summer days. Whether it's a vacation to the beach, the lake or just a couple of days at home, it's these moments that you'll have forever.

Enjoy the rest of your summer and stay cool!

Mid-Year Planning: Tax Changes to Factor In
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses.
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Investing to Save Time Boosts Happiness Returns
Spending money to save time can result in greater life satisfaction.
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Marriage and Money: Taking a Team Approach to Retirement
Even when most of a married couple's retirement assets reside in different accounts, it's still possible to craft a unified retirement strategy.
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What can I do to crack down on robocalls?
Robocalls are often used by criminals to conduct various scams. Find out how you can help crack down on them.
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How can I protect myself from digital deception?
Social engineering is a dangerous kind of digital deception. Know how to protect yourself from it.
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Refer a friend
All indices are unmanaged and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results. Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. The accompanying pages have been developed by an independent third party. Commonwealth Financial Network is not responsible for their content and does not guarantee their accuracy or completeness, and they should not be relied upon as such. These materials are general in nature and do not address your specific situation. For your specific investment needs, please discuss your individual circumstances with your representative. Commonwealth does not provide tax or legal advice, and nothing in the accompanying pages should be construed as specific tax or legal advice. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and other services offered by Independent Wealth Management, LLC are separate and unrelated to Commonwealth. Not FDIC Insured, No Bank Guarantee, May Lose Value.

This communication is strictly intended for individuals residing in the state(s) of AR, CA, CO, FL, MS, MO, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

 

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