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.
Volatile markets are generally viewed as a prime opportunity for active managers to shine and demonstrate their stock-picking and market-timing skills and prowess. Equity markets don’t get much more volatile than they were in the first quarter of 2016, but the investment results for active managers were disappointing. How volatile did equity markets get? Well, consider that the S&P 500…
In early April a major milestone was reached in the investment advice industry. On April 6th, 2016 the Department of Labor revealed its new fiduciary duty rule that requires financial advisors to act in their clients’ best interest when making investment recommendations on retirement accounts. The new fiduciary duty rule reflects efforts that were first proposed six years ago. It…
One of the greatest spectacles in American sports is the NCAA basketball tournament that commences in March and crowns a champion in early April. The tournament has grown greatly in popularity over the last two decades leading to a huge increase in participation in office betting pools and online bracket contests, even among the most casual fans. The loss of…