A disciplined approach
for Financial Success

 

Retirement planning.
Financial projections.

We make sure you're on the right path to get you where you want to be.

 

Is your money ready
to last a lifetime?

Set sail for retirement.

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Welcome to Bollin Wealth Management

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.

Call Bollin Wealth Management
(419) 878-3934

Our Approach

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.

View our Services

investment advisory process

Our investment advisory services are delivered
through an ongoing, repeatable five-step process.

Investment Portfolio Risk and Return Spectrum

Each investment portfolio is engineered to achieve both the short and long-term investment objectives
of the client while providing the maximum expected investment returns for the amount of risk
the client is willing to take.

Risk and Return

Recent Updates

Mutual Funds:  Costs Matter

Mutual Funds: Do You Really Get What You Pay For?

| Active Investing, Expense Ratios, Mutual Funds, Passive Investing | No Comments

We have all heard the old adage “You get what you pay for” at one point or another in our lives.  We understand the adage to generally mean that inexpensive items and services tend to be inferior, or of lower quality, than more expensive items or services.  We understand that with most things in life you have to pay a…

Should Stock Investors Worry About Rising Interest Rates?

Should Stock Investors Worry About Rising Interest Rates?

| Interest Rates, Returns, Stock Markets | No Comments

We have been in a low interest rate environment for quite a few years now, but the Federal Reserve has signaled its intention to raise interest rates throughout 2017.  In recent months, several clients have asked the question of how rising interest rates would affect stock prices in the coming months. Realizing that many of you may have the same…

A new fifteen year study finds that passive investing strategies beat active investing strategies.

Passive Investing Beats Active Investing Over 15 Year Timeframe

| Active Investing, Investing Lessons, Investment Returns, Passive Investing | No Comments

“Just wait until next year” was the lament of faithful Chicago Cubs’ fans for over 100 years before last season.  From 1908 until their victory over the Cleveland Indians in the 2016 World Series, fans of “the Lovable Losers” would lick their wounds from the previous season while optimistically looking forward to next spring when the Cubs would begin the…