Hello Ithaca Wealth Insights reader!
Here is IWM's Q2 Review Letter.
If you'd rather listen to the letter, you can click here.
The letter includes commentary about the current stock market environment, performance data for IWM's Core Equity portfolio, as well as ongoing updates from Altruist and Ithaca Wealth Management.
Thank you for continued readership, and please reach out with any feedback or questions!
Interested in opening an account? Ithaca Wealth Management offers:
- $0 Account Minimums,
- Fees start at 0.85% — fall to 0.50% over time,
- Easy-to-use smartphone app to monitor your investments,
- Investment Management & Financial Planning by a Fiduciary Advisor.
Reach out today by calling/texting (607) 882-1434, or e-mail mfox@ithacawealth.com
Founder & Wealth Advisor
