Blog posts Tagged:

Wealth Management

Tired of Feeling Like You're Running on a Financial Treadmill? 10 Proven Strategies to Make 2025 Your Best Financial Year Yet!

Feeling stuck financially? Discover 10 proven strategies to crush debt, grow your wealth, and make 2025 your best financial year yet. Start achieving your goals today!

Tax Deduction vs. Tax Credit: Understanding the Key Differences

Maximize your tax savings with expert insights on deductions, credits, and above-the-line options. Make informed financial decisions this tax season!

Breaking Down the Most Misunderstood Health Insurance Terms

Unmask health insurance jargon like deductibles, copays, and out-of-pocket maximums. Learn how to select the right plan for your needs with expert tips from Intermountain Wealth Management.

Unlocking the Mysteries of Open Enrollment: What Every Household Needs to Know 

Learn how to make the most of open enrollment by reviewing health insurance options, comparing public and private coverage, and staying on top of important deadlines to ensure optimal benefits for the year ahead.

Understanding Asset Allocation and Why It Matters (5-minute Read)

Discover the importance of asset allocation in building a resilient investment portfolio. Learn how to balance risk and reward through diversification and achieve your financial goals with Intermountain Wealth Management.

How Do Taxes Affect My Investments?

Investing your money is a smart way to grow your wealth over time, but it's crucial to understand the role taxes can have on your investment returns. We're sharing how taxes affect your investments, why it matters, and what you can do to minimize their impact.

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.

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.

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.

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.

What is the Difference Between Stocks and Bonds?

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

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.

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.

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.

What is Compound Interest and How Does It Work?

This comprehensive guide explains what compound interest is, how it works, and why it’s crucial for building wealth over time. Discover effective strategies to maximize your financial growth.

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.

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.

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.

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.

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.

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.

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.