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INSIGHTS


Justin Wollman
May 28, 20244 min read
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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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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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