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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(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.
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.
Recent Updates
With equity markets experiencing levels of volatility not seen in recent years, 2018 was widely viewed as an opportunity for stock pickers and other active managers to outperform their passively managed and index fund counterparts. The actual result was more of the same mediocre performance and a reinforcing belief that it is difficult to beat the market. According to The…
The investing world lost an innovator and advocate for small investors everywhere when John Bogle passed away on January 16, 2019 at the age of 89. Known affectionately throughout the investing world as Jack, Bogle rose to fame as the founder and former chairman of the Vanguard Group, located in Malvern, Pennsylvania. Jack Bogle is credited with launching the first…
After the worst year for equity markets in a decade, some investors may be asking themselves “what now?” It is not unusual for investors to question their investment decisions and investment allocations after a year where very little seemed to go right for equity markets. After a trying year in 2018, what does the new year hold for investors, and…