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
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…
Social Security recipients will receive the largest annual raise in Social Security benefits in seven years when their monthly checks increase by 2.8% in early 2019. The Social Security Administration announced the increase after the October release of consumer price index data for September. The 2.8% increase represents the largest Social Security COLA increase since the 3.6% increase for 2012. …
Older Americans shopping for long-term-care insurance policies and current owners of long-term-care (LTC) policies may be in for a bit of a shock when they get their renewal statements or coverage quotes. Long-term-care insurance carriers have gotten approval from state regulators for double-digit percentage increases in insurance premiums, to help cover cost and offset adverse trends in the long-term-care industry….