Posts Tagged Mutual Funds

  • Resolve for Safety and Flexibility in 2012 Resolve for Safety and Flexibility in 2012

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As we turn the calendar to another year, I am sure you are aware that 2011 ended up not a strong stock and mutual fund year. For a long time now, I’ve encouraged retirees and soon to be retired folks (within ...

  • The Value of Safety The Value of Safety

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The roller coaster ride for those aboard the stock and mutual fund markets continues. You hear me say continually, “None of my clients have lost money.” I continue with that statement. We only provide fix...

  • Top Tax Planning Tips Top Tax Planning Tips

    By Curt Ford Nash Nash Bean & Ford While April 15th may still be a long way off, the end of the year is prime time to start making the important decisions that will affect next year’s income tax return. Here are some suggestions that might help make that check you write in April a little...