Blog
2025 Midyear Review: Volatile Markets Reward Disciplined Investors
US equity markets took investors on a wild roller coaster ride in the first half of 2025 amid notable swings and upheavals precipitated by global
Category: News & Events
Financial Planning
Phil Bollin Earns CPWA® Certification
Bollin Wealth Management LLC is pleased to announce that Phil Bollin recently earned the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® designation is the premier advanced certification
Blog
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to
Elections
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely
Blog
Where is Your Margaritaville?
Over Labor Day weekend 2023 Jimmy Buffett, one of America’s most beloved and iconic entertainers, passed away at the age of 76. Best known for
Investment Returns
First Quarter Investment Review
Despite many mixed signals about the health of the economy, the first quarter of 2023 generally saw some positive developments for both domestic and global
Investment Returns
What Can We Learn About Investing from March Madness?
Every year in mid-March millions of Americans flock to their televisions to watch dozens of games in the NCAA men’s basketball tournament. March Madness is
Financial Planning
When Banks Fail, What Can You Bank On?
Successful investors can more easily ignore that urge and the noise that comes from day-to-day market movements, knowing that planning for what can happen is a more powerful strategy than trying to anticipate and predict what will happen next.
Investment Returns
2022: The Year in Review
From the onset, 2022 was a very challenging year for investors and financial markets alike. As global economies shrugged off the malaise of the coronavirus
News & Events
The Consolidated Appropriations Act
After months of debate between Democrats and Republican lawmakers concerning additional economic stimulus relief, Congress passed what many are referring to as the “Coronavirus Stimulus