Navigating the Waves of Change: 2023 Review and 2024 Outlook
originally published on February 26, 2024 2023: A Year of Reward for the Disciplined The past year has been a testament to the enduring...
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INSIGHTS
Justin Wollman
Dec 18, 202311 min read
Utilizing Proprietary Risk-Based Model Portfolios for Dynamic Investment Solutions
Executive Summary At Intent Investment Management (IIM), we are driven by a singular mission: enriching the lives of a diverse clientele...
Justin Wollman
Oct 23, 20234 min read
Ethereum: Navigating Contemporary Investment Tactics
At Intent Investment Management (IIM), our mission transcends the boundaries of traditional investment advisory. We continuously strive...
Justin Wollman
Oct 11, 20233 min read
The 2023 Investment Landscape: Challenges, Opportunities, and Our Strategy
As we navigate through the complexities of 2023, we wanted to provide you with an update on the current investment landscape and how we...
Justin Wollman
Jun 14, 20236 min read
Mastering the Fight: Lessons from Krav Maga for Successful Investing
As a clean right cross hit me squarely in the face, my perspective shifted in an instant. Amidst the intensity of my sparring sessions,...
Justin Wollman
May 3, 20236 min read
The Crypto Revolution: How to Invest Responsibly and Strategically
Meet Roe, an ambitious investor who has been keeping a close eye on the world of crypto. She has heard the stories of overnight...
Justin Wollman
Apr 24, 20238 min read
Hedge Fund Strategies Unlocked: Navigating the Complexities to Achieve Attractive Returns
This guide aims to provide high-level information on various hedge fund strategies to help inform investors of the complex world of hedge...
Justin Wollman
Apr 24, 20234 min read
Uncovering the Secrets of Private Credit: How to Potentially Boost Returns and Reduce Risk
Private credit is a type of financing that non-bank financial institutions or private investors provide to entities that are not publicly...
Justin Wollman
Apr 12, 20234 min read
Quarter in Review: Staying Ahead of the Game with Strategic Client Initiatives
As disciplined investors, we have a keen eye on what’s happening and are on the lookout for opportunities to give our clients an edge....
Justin Wollman
Mar 27, 20234 min read
Unlocking Potential: Understanding the Different Types of Private Equity Investments
Private equity is a type of investment where capital is invested in privately held companies that are not listed on a public stock...
Justin Wollman
Jan 27, 20233 min read
Quality Investment Advice: Greater Savings with Less Effort
Reflecting on 2022, one thing is clear - successful navigation required professional guidance. We’re happy to report our clients are in a...
Guillermo Amoretty, CPA
Sep 26, 20224 min read
The Back-door ROTH IRA
Typically, taxpayers can only contribute to a Roth IRA if they have taxable compensation and income less than the top of the phaseout...
Justin Wollman
Jun 21, 20226 min read
Back to What Matters: An Objective-Based Investment Process
Investing isn’t a game, it’s a tool to help you reach your financial objectives - financial objectives that are tied to your life’s...
Justin Wollman
May 20, 20224 min read
Consistently front-loading your SEP IRA can increase the magnitude of compound interest
Promises of free money usually come with a caveat – something free now, so the seller can make more later. These promises play perfectly...
Justin Wollman
May 13, 20224 min read
Why Is a 401(k) a Win-Win for Small Businesses and Their Employees?
It’s readily apparent that the employee benefits landscape has changed dramatically over the past two years. Because of the pandemic’s...
Justin Wollman
May 5, 20224 min read
The Self-Employed Hustle Shouldn’t Kill Your Sense of Security
It was with both excitement and naivety that I left my corporate job for the freedom of self-employment, failing to predict the...
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