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Discover the latest news in the finance and investing world
Financial Planning

Understanding Idaho Income Tax Credits: 8 Credits Individuals Can Claim

Idaho's tax credit system offers various opportunities for individuals to reduce their tax liabilities while simultaneously supporting specific initiatives and activities within the state.
Financial Planning

Understanding the Basics: ETFs vs. Mutual Funds

Looking to better understand whether an ETF or Mutual Fund is best for you? We share details about both as well as the benefits of each.
Financial Planning

7 Questions to Ask a Financial Advisor

Selecting a financial advisor could be considered one of the most impactful decisions you make. Unfortunately, not all advisors are created equal. Asking the right questions to discover values, ethics and philosophy that align with you will avoid potential headaches.
Financial Planning

Estate Planning: Avoiding Common Mistakes to Safeguard Your Legacy

Start the estate planning process today to ensure that your wishes are carried out and your loved ones are provided for in the future.
Financial Planning

Navigating Market Volatility: Understanding its Impact on Your Investment Portfolio

While volatility can create opportunities for profit, it also poses risks to investors' portfolios. Understanding how market volatility affects your investments is crucial for making informed decisions.
Financial Planning

What Are Common Investment Mistakes to Avoid?

Learn about common mistakes that you can make when it comes to investing that can impact your financial goals.
Financial Planning

What is the Difference Between Stocks and Bonds?

Stocks and bonds represent a form of investing, but they differ in a few ways.
Investment News

The Stock Market and Presidential Election

We're taking a look at how the S&P 500 performed during the last 36 years of presidential elections as well as how politics impact the stock market.
Investment News

Understand the new 11 Bitcoin EFTs

The SEC's recent approval of 11 new spot Bitcoin (BTC-USD) ETFs in the United States has generated significant anticipation in the market.
Financial Planning

Can I Start Investing With a Small Amount of Money?

Investing has long been considered a path to financial growth and security, but many people often wonder if they can start investing with a small amount of money. The good news is that the world of investing has evolved, and there are options available for individuals who want to get started with smaller sums.
Financial Planning

The Easiest and Major First Step in Your Estate Plan

In the realm of financial planning, one often overlooked yet powerful tool is the beneficiary designation. Understanding what it is and strategically utilizing it can not only simplify the distribution of assets but also play a crucial role in saving on future taxes.
Financial Planning

What is Compound Interest and How Does It Work?

Compound interest is a fundamental concept that can significantly impact your investments and financial future.
Financial Planning

How Can You Make 2024 Your Best Financial Year

Ten strategies that can pave the way for financial success in 2024 including reducing debt, budgeting, investing, and more.
Financial Planning

How Do I Create a Retirement Plan?

Intermountain Wealth Management of Idaho Falls shares how to create a retirement plan, why it's vital, and the steps to get started.
Financial Planning

How Do I Choose the Right Investment Strategy For My Goals?

Choosing the right investment strategy is a personal journey that hinges on your individual goals, risk tolerance, time horizon, and financial situation. Patience, coupled with a well-thought-out strategy and professional advice, can pave the way to achieving your financial goals.
Financial Planning

What are the Different Investment Options Available to Me?

Getting into investing can be a mix of excitement and uncertainty, especially when faced with the array of options available in the market. Learn more about which investment option is the best fit for you and your financial goals.
Financial Planning

How Much Should I Be Saving and Investing Each Month?

Embarking on the savings and investment journey doesn’t require a vast fortune. It starts with a decision, a plan, and a small step forward.
Financial Planning

10 Steps to A Healthier Estate Plan

Estate planning is a crucial aspect of financial well-being that often gets overlooked. Simple steps today can have a significant impact on the financial security and well-being of your loved ones in the future.
Investment News
Financial Planning

What Are Required Minimum Distributions

Learn more about required minimum distributions from Intermountain Wealth Management, registered investment advisors that put your best interests first located in Idaho Falls.
Financial Planning

Year-End Tax Strategies

Explore top year-end tax strategies to optimize your returns. Uncover actionable insights to reduce liabilities and maximize deductions before the year closes.
Financial Planning

Understanding your 401k

Unlock the essentials of your 401K with this comprehensive guide. Dive into its basics, benefits, and how it impacts your financial future. Perfect for beginners and those looking to optimize retirement savings.
Financial Planning

Calculating Your Pension Benefit

Calculating retirement benefits can seem complex, but with a clear understanding of your retirement plan's components and formula, university professors can take charge of their financial future.
Financial Planning

Contributing to an Account Outside of Work

Contributing to a retirement account outside of work is a proactive step towards securing a financially stable future. Learn more about planning for your individual retirement with Intermountain Wealth Management.
Financial Planning

5 Less Known Reasons to Invest in a Retirement Account

Investing in a retirement account is like planting a garden. It takes time and effort, but the rewards are worth it in the long run. Learn more reasons for investing in a retirement account from Intermountain Wealth Management.
Financial Planning

All In on Investing in Real Estate? 5 Things to Consider

Real estate seems to be a “trendy” investment today, just like cryptocurrency. Influencers vlog themselves either building their dream homes or buying investment properties. Let's look at the popular reasons and some potential deep-rooted motives behind investing.
Market Insights
Investment News

S&P 500 Index – Time to Exhale

The S&P 500 Index has been trading in choppy action over the last month. The index is giving mixed signals.
Market Insights

Protect Yourself from the Equifax Hack

Equifax, one of the large three credit reporting companies was recently hacked. Over 143 million Americans had their personal information compromised.
Market Insights

Bad News for Bonds – Rising Interest Rates

After the stock market crash of 2008, the Federal Reserve, in an effort to stimulate the economy, reduced the cost of borrowing money by lowering interest rates to zero.
Market Insights
Financial Planning

Me and the S&P 500 Index

With the growth of index funds, coupled with the SEC requirement to have all mutual funds compare themselves to a benchmark or index, people are focusing on benchmarks and indices instead of focusing on their own needs and objectives.
Market Insights

Is China Playing President Trump?

Whether you like or dislike President Trump, we can all agree that he has stirred strong emotion in the hearts of the American people. What are the concerns the president has and how might China respond?
Investment News
Market Insights

Will the Third Shoe Drop

Today the S&P 500 Index broke above 3000 for the first time in anticipation the Federal Reserve Chairmen Jay Powell will lower interest rates in July.
Market Insights

Bad News is Good News?

The Federal Reserve only lowers interest rates when it wants to increase inflation, or it is concerned about slowing economic growth in the U.S. and around the world.
Market Insights

The Federal Reserve is Running Low on Ammunition

The Federal Reserve lowered interest rates 0.25% on July 31st. In doing so the Federal Reserve used up some of it’s ammunition for future needs.
Market Insights

Negative Interest Rates?

Negative interest rates refer to a scenario in which cash deposits incur a charge for storage at a bank, rather than receiving interest income.
Market Insights

Impeachment and the Stock Market

With the Democrats in Congress starting a formal impeachment inquiry into President Donald Trump’s phone call with the Ukrainian President, some people are wondering what effect impeachment will have on the stock market.
Market Insights

Is the Stock Market a predictor of Presidential Elections?

Can the stock market predict the outcome of the presidential elections? Not really, but there is some interesting data about the S&P 500 Index and the presidential elections.
Market Insights
Investment News

Emotional or Disciplined Investment Decisions

Regardless of today’s uncertain environment, we believe the right thing to do is follow our disciplined process for making investment decisions because this too shall pass.
Financial Planning

Coronavirus and the World Economy

The possible economic consequences of the coronavirus — now called Covid-19 is a concern for everyone around the world. Here are different comments from a variety of organizations.
Investment News

The Good & Bad of the New SECURE Act

President Trump signed new legislation into law at the end of 2019 for the new Setting Every Community Up for Retirement Enhancement (Secure) Act, starting in 2020. Here is what it means if you have an IRA.
Market Insights
Investment News

The Fear of Missing Out

On November 26, it was announced the Dow set its 100th record high under the Trump administration leadership. With investments climbing higher and higher, it is easy to get caught up in the emotion called the fear of missing out.
Market Insights

Déjà vu

No one knows or can predict what will happen in the future, but it is interesting how history will often repeat itself.
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