Blog
New Administrative Assistant
We are excited to announce that Tiffany Shaffer has joined us as our new Administrative Assistant.She brings a strong background in customer service and operations and will be a great addition to our team. Tiffany Shaffer will be...
Read MoreDecade In Review
First and foremost, best wishes for a Safe, Prosperous & Healthy New Year! This has been a challenging decade for investors with many long-forgotten events crammed into the past six years, which have availed us to scenarios NOT seen...
Read MoreNew Administrative Assistant
We are excited to announce that Kristen Monier has joined us as our new Administrative Assistant. She brings a strong background in customer service and operations and will be a great addition to our team. Kristen Monier will be...
Read MoreVolatility A Concern?
The erratic tariff policies of the new administration have caused chaotic disruptions in both the stock and bond markets. The sharp market declines earlier this year considerably elevated investor anxiety levels, especially for those...
Read More2024 Year-in-review and Outlook
A handful of Artificial Intelligence related stocks, referred to as the “Magnificent 7”, propelled the S&P 500 to new all-time highs with lofty valuations[01]. The S&P 500 is concentrated in a handful of stocks, with the Top 10 stocks...
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Soft Landing or Recession?
This has been a challenging decade thus far for investors with the pandemic induced Bear market of 2020, albeit surprisingly brief given the work-from-home mandates and supply chain problems. The 2022 Bear Market was a result of lofty...
Read MoreCommercial Real Estate -Post Pandemic Update
Commercial Real Estate investment securities are available in two major forms, which are publicly traded as Real Estate Investment Trusts, commonly referred to as REITs, as well as Closed-End Interval Funds with Real Estate. A good...
Read MoreSilicon Valley Bank Failure ripples through market
Silicon Valley Bank Failure ripples through market
Read More2022: A tumultuous Year in Review
Unprecedented fiscal stimulus in response to the global pandemic in conjunction with supply chain disruptions triggered levels of inflation NOT seen for 40 years[01]. To combat inflation, the FED instituted the most aggressive...
Read MoreSeason's Greetings
Best Wishes for a Safe & Happy Holiday From the Iron Belt Partners Iron Belt Partners and LPL Financial are separate entities ...
Read MoreChange for E-Money Login
On Monday, July 11, we will implement an update to your Personal Financial Management website that will change its URL.While you will have access to all the same features and tools, the change will ensure that you have the most...
Read MoreThis too Shall Pass
Our domestic stock market has had its worst Y-T-D start since 1939001 with the DOW having its longest weekly losing streak since 1923002. The long-awaited rotation from Growth stocks to Value stocks003, which are more reasonably...
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LPL Transition Update Letter
Your best interests remain our top priority. In preparation of our LPL conversion, we’ve spent considerable time and effort doing due diligence research and analysis to ensure our continued ability to provide high quality client...
Read MoreWe Are Moving To LPL
In December, LPL Holdings, Inc. (LPL Holdings) and Macquarie Management Holdings, Inc. announced an agreement whereby LPL would acquire the wealth management business of Waddell & Reed Financial, Inc. While this change is expected to...
Read MoreRecent Update on Waddell & Reed Acquisition
You may have recently heard – either from us or in the media -- about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our...
Read MoreLooking Forward in 2021
May the New Year bring better times and some level of normalcy back to the world! 2020 was indeed challenging in many respects and a year for the record books to be analyzed and written about for many years to come! Fortunately, 2020...
Read MoreReassuring you after the recent Waddell & Reed announcement
We hope this note finds you and those around you safe and healthy during this unprecedented time. You may have heard recently that LPL Financial Holdings Inc. and Macquarie Management Holdings, Inc. announced the signing of an...
Read MoreAdjusting to a New Normal
This has been an incredibly challenging year in many respects! Fortunately, some existing therapeutic drugs01 have proved beneficial to COVID-19 patients. The race is on for the development of a vaccine with several in Phase 3...
Read MoreCommercial Real Estate post COVID-19
The economic slowdown resulting from the COVID-19 Great Lockdown has softened the Commercial Real Estate market01. Real Estate, in general and Commercial Real Estate in particular, still provides an inflation hedge and diversification...
Read MoreThis too shall pass!
First and foremost, we have profound admiration for first responders, those in the medical community and countless other essential workers for their selflessness throughout this pandemic. We also hope this newsletter finds everyone...
Read MoreFAQ on Self Employed & Small Business Relief Act
INDIVIDUALS Q: Unemployment Insurance – are the self-employed, gig workers, and contractors eligible? A: Yes, the bill expands unemployment benefits to cover more workers including self-employed and independent contractors, like...
Read MoreCARES Act Relief Monies Available for Small Business Owners
CARES Act provides relief for small business owners. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday March 27th. The relief provided by the CARES Act is a short-term program intended to help...
Read MoreStatus Update Newsletter
First and foremost, we hope this newsletter finds everyone adopting good practices, such as washing hands frequently and social distancing, for personal safety and well-being. We’re not telling you anything that you haven’t...
Read More2019 Year In Review
What a difference a year makes. 2018 ended with a swooning market, rising interest rates and escalating tariff tensions. 2019, on the other hand, ended with declining interests, trade tensions subsiding and markets vaulting to new...
Read MoreWhere to From Here?
“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria”, said the late Sir John Templeton, the legendary value investor, laying out the four stages of a Bull market. As Bear Market...
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