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.
If you are having a hard time making sense of what is going on in the economy and financial markets right now, you are not alone. The past four months have taken investors on a dizzying rollercoaster ride, making it difficult to make heads or tails of economic data and financial market movements for investors and analysts alike. While there…
As many industries and economic sectors shut down earlier this spring in concerted efforts to reduce the spread of the coronavirus, many economists opined that the U.S. economy faced a certain recession. Recessions are generally defined as two consecutive quarters of negative growth in U.S. production. But other criteria may also be utilized to declare a recession, including a sharp…
As the number of confirmed Coronavirus cases nears 2.4 million in the United States, the virus has extracted a heavy toll in terms of deaths, hospitalizations, job loss and economic malaise. As devastating as Covid-19 has been the past four months in terms of loss of human life and economic conditions, it may be minor in comparison to the potential…