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.
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
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…
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair…”…
Barring an extraordinary Santa Claus rally in the last week of the year, 2018 stands to be a disappointing year for domestic and international equity markets alike. Investors have enjoyed an uncharacteristically long bull market rally that has lasted almost a decade, so the recent downward market volatility we have experienced may seem very unsettling to many investors. It is…