Wealth Management

Wondering whether to invest in an IRA or 401(k) after age 55? This guide breaks it down simply—so you can grow retirement savings, lower taxes, and retire confidently.

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!

Discover how inflation affects your investments and learn strategies to protect your wealth. From stocks to real estate, see which assets thrive and which falter.

This year-end checklist helps you assess your portfolio, realign your goals, manage tax efficiency, and ensure you're on track for financial growth in the future.

Tax-loss harvesting is a smart strategy that helps investors save on taxes by selling losing investments to offset gains. Learn how this simple technique can reduce your tax bill, balance your portfolio, and keep more money in your pocket at the end of the year.

Understanding how to effectively link your investment strategy with your financial goals is key to maintaining focus and motivation on your financial journey.

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.

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.

Learn about diversifying your retirement portfolio with rental properties can provide steady income, potential appreciation, and tax benefits while mitigating risk. Learn the advantages of real estate investment in building a secure retirement strategy.

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.

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.

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.

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

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.