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
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.
They do not call him the “Oracle of Omaha” for nothing; Warren Buffett knows a good bet when he sees one. Nine years into a ten-year wager, now referred to as the “Million Dollar Bet,” Buffett has declared himself the winner. What exactly is the “Million-Dollar Bet?” In 2007, Buffett engaged in a wager with asset management firm Protégé Partners…
The Trump administration has hit the ground running since taking office in late January, moving at a tempo more reminiscent of a nimble business rather than the plodding pace of past administrations. One of the results of this swift action is that the Department of Labor Fiduciary Rule will likely be delayed from its anticipated April 10th implementation date. On…
The Dow Jones Industrial Average (DJIA) reached a major milestone earlier this year when it finally surpassed the 20,000 hurdle. The event was widely ballyhooed by investors and media outlets alike. Almost immediately, articles and news stories questioning how much higher the index could go began to appear. Our local newspaper even went so far as to write an article…