Wealth Management Blog

Hey Boomers! Here’s What You Need To Know Before Retiring

Posted by Helyn Bolanis

May 22, 2015 10:25:00 AM

What you need to know before retiringWhat’s the #1 advantage you must have to retire successfully?

Moving from gainful employment to living off of your accumulated wealth is indeed very stressful. There is no longer any time to slip up; you must ensure that you make the best use of every dollar you have!

You have probably read up on all the things you should do before retiring, but very often, this one thing is overlooked.

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Topics: Good to Know Baby Boomers

Ready to Retire? Here Are 5 Ways to Handle Your 401(k)

Posted by Helyn Bolanis

May 21, 2015 10:20:00 AM

5 ways to handle your 401kRetirement is fast approaching, and you may be swamped with thoughts like “what should I do with my 401(k)?” and “what can I do with my 401(k)?” Like many people in your position, you may fear that you will outlive your money. You may be unsatisfied with your 401(k) and wish to make some changes so that it will better serve you from here on out. Perhaps what you need is some quick cash… or maybe even the opposite: perhaps you have plenty of money to live on and have no reason to even bother with your 401(k) for the time being!

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Topics: Investment Management Diagnosing Your Financial Health

6 Powerful Ways To Increase Giving To The Rotary Foundation

Posted by Helyn Bolanis

May 20, 2015 9:30:00 AM

giving to the rotary foundationAchieve your goals of helping mankind

The Rotary Foundation is known for its contributions and efforts to fight disease, promote peace, save mothers and their children, support education, and provide clean water for those in need. Their goal is to leave a positive impact on the world, both locally and globally, and in order to achieve this goal, they rely on the many generous people who choose to donate.

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Topics: Investment Management

5 Ways to Avoid Being Burned by an Investment Adviser

Posted by Helyn Bolanis

May 19, 2015 3:30:00 PM

burned by an investment advisorBernard L. Madoff is serving a 150-year prison term for fraud.

According to court filings, there are 16,000 Madoff-related claims. And remember, each claim could represent hundreds or even thousands of investors.

Was there any way those investors could have prevented their life savings from the scandal that took away from them their dignity and security for their future?

Are there ways you can protect your family’s wealth? For you unhappy investors looking for a new money manager, here are 5 simple ways to do just that:

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Topics: Diagnosing Your Financial Health

10 Keys to Growing Your Money

Posted by Steve Burns

Dec 11, 2014 2:50:00 PM


There are many simple principles that can make all the difference between allowing your money to grow instead of staying broke. Here is a very simple and quick top ten list that if followed with discipline can make a huge difference in a person’s financial life. These are simple principles but very difficult for most people to follow consistently over a long period of time of years and decades.

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Topics: Finances do it yourself investing

Wondering How to Protect Your Investments? You Are Not Alone

Posted by Helyn Bolanis

Nov 12, 2014 2:03:00 PM

webinarYou’re impatient to become a better investor.

And you want to make sure you don’t lose your nest egg.

So naturally you love investment tips.

You eagerly devour each new one, hoping to give your investment brain a small but valuable upgrade.

But in practice, new tips appear so regularly that you struggle to keep up.

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Topics: How to Invest Yourself investment advice Investments

Improve Your Investment Returns with 1 Unbelievably Simple Technique

Posted by Helyn Bolanis

Nov 12, 2014 9:30:00 AM

imrpove_returns_1Granted, most people (professional and non-professional alike) don’t know where the top of the market is.

But here's the thing: You don’t need to.

Forget about agonizing over where it is. 

If you could make 95% of the profit the stock is capable of, isn’t that good enough?

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Topics: Active Investment Management Good to Know do it yourself investing investment advice

Why Some People Always Make Money in the Stock Market

Posted by Helyn Bolanis

Nov 11, 2014 10:42:00 AM

Make_money_in_stock_marketYou’re smart, right?

Maybe you’re not working at NASA doing astrophysics, but you have done well for yourself, and have had good ideas and results when you invest.

So why does it seem that you’re not doing a better job making money. 

Been wondering?

I wrote this blog to show you exactly what’s happening and how to fix it. I think it’ll be an eye-opener.

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Topics: Active Investment Management do it yourself investing investment skills

You Don't Have to be an Investment Geek to Make Money with this Idea

Posted by Helyn Bolanis

Nov 6, 2014 4:22:00 PM

Short_a_stockEver wonder why a stock or the market just takes off like a rocket, with no apparent rhyme or reason?

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Topics: Active Investment Management Finances Good to Know

A Unique Approach to Better Investment Returns

Posted by Helyn Bolanis

Oct 31, 2014 4:58:50 PM

shutterstock_146154512My daughter Nichole is an EMBA graduate of the Peter Drucker School of Management in Claremont, California and as you can imagine, we have had many discussions over the years about the business wisdom of Peter Drucker, a Presidential Medal of Freedom recipient.

He mentions something I believe has a direct bearing on you, the clients and prospects of investment managers, albeit in a roundabout way.

He reminds firms that (successful) marketing is actually the process of getting to know what the customer wants and needs. If the product addresses their fears, their anxieties, their goals and their aspirations, then and only then can you expect they will buy the product willingly, without a need to coerce them into buying.

Assuming he is correct, what then is the customer’s role in the process?

And more specific – what is your role in the selection process of a firm?

If it's the job of a good firm to get to know all about you, how do you go about explaining yourself and your aspirations to the advisor?

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Topics: Investment Management Investment Strategy