Today’s economic and financial environment is more complicated and confusing than ever. There are so many choices available, be sure you are getting the best advice from trusted professionals.
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People often come to Bollin Wealth Management for guidance after experiencing a significant change in their financial situation. The change can be as simple as switching jobs and rolling over a 401(k)account into an IRA, or receiving an inheritance from a relative. Or the change can be a life-altering event such as the death of a spouse, a divorce, or planning for a newborn child’s college education.
While we are happy to guide people experiencing a significant change in their financial situation, we are able to provide the greatest value when people come to us for comprehensive financial planning. Through our consultative planning process, we guide clients through the iterative steps of defining and articulating their financial goals, developing and implementing the planning solution, and monitoring and reviewing progress towards reaching our clients’ financial goals.
Donald Trump’s improbable victory in early November’s presidential election caught many people by surprise. A Hillary Clinton victory looked almost certain if you believed most election polls and media outlets in the days leading up to the election, but as Tuesday night progressed a different story emerged. As a Donald Trump presidency became more likely, a brief overnight market panic…
It is the classic case of “I have some good news and I have some bad news. Which would you like to receive first?” The good news for Social Security recipients is that there will be a cost-of-living adjustment (COLA) for the first time since 2015. The bad news is that the COLA increase is a meager 0.3% for 2017….
Nominal interest rates are currently below zero in many countries, including Germany, Denmark, Switzerland, Sweden, and Japan. These levels have shattered the belief that zero is the lowest that interest rates can go. While negative nominal rates are a relatively new phenomenon, historically speaking periods of widespread negative real returns across countries have been quite common. Those of us who…