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Wealth Management Group Published Articles2019-01-24T21:06:19+00:00

Published Articles

Our financial advisors at Wealth Management Group contribute our insights to well-known publications such as Forbes, Chicago Sun Times, US News, and New York Business Journal, on topics that matter to you, such as retirement planning, business management, investment strategies, and more. The goal of our articles is to help retirees, pre-retirees, investors, and business owners accomplish their financial goals and avoid the common pitfalls.

8 Facts to Know About Mutual Fund Fees

US News & World Report

Craig was recently featured in Debbie Carlson’s latest article in U.S. News & World Report, ‘8 Facts to Know About Mutual Fund Fees’. Mutual fund fees can be confusing to some investors, and Craig seeks to clarify some common questions and addresses research, determining which share class is better, and common fees. Click below to read the full article and get Craig’s full takes!

Disclaimer: Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced if historical and is no guarantee of future results. No strategy assures success or protects against loss. Investing involves risk, including loss of principal.

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The Pros And Cons Of The SECURE Act Provision To Limit Inherited IRAs

On August 12th, Craig Bolanos was featured in Sarah Bauder’s “The Pros And Cons Of The SECURE Act Provision To Limit Inherited IRAs – 4 Experts Weigh In” article appearing in the Gold IRA Guide. In the recent Gold IRA Guide article, Craig goes on to discuss the good, the bad, and the bottom line of The SECURE Act which was recently passed by the US House of Representatives. SECURE stands for “Setting Every Community Up for Retirement Enhancement” which now has the legislation going from the US House of Reps to the Senate. Click below to read the full article and Craig’s take on it all!

Disclaimer:Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide specific tax advance or services.

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The Avalanche Issue: Health Expenses Can Decimate Retirement Savings Featuring Craig Bolanos

In their August, 2019 issue, Craig Bolanos was featured in Jeffrey Steele’s article, ‘The Avalanche Issue: Health Expenses Can Decimate Retirement Savings’ appearing in the Chicago Tribune’s ‘Retire Ahead’ newsletter. In the article, Steele discusses how people often fail to account for the impact of costs related to their physical health, and the disastrous results that can happen from neglecting to do so. Craig argues that health care remains the largest “avalanche issue” in retirement planning today. He goes on to explain that health care costs are difficult to quantify and especially hard to plan around. Craig recommends to readers that securing a financial planner to help with difficult and often confusing medical discussions is the best preventative medicine for retirees and pre-retirees.

Disclaimer:Content in this material is for general information only and not intended to provide specific advise or recommendations for any individual. Wealth Management Group and LPL Financial do not provide tax advice or services.

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7 Tips to Know When Buying Preferred Stocks

On July 25th, 2019, Craig Bolanos was featured in Debbie Carlson’s ‘7 Tips to Know When Buying Preferred Stocks’ article appearing in U.S. News & World Report. In the article, she talks about how the recent drop in interest rates may make preferred stocks attractive again as the Federal Reserve looks set to cut rates. She goes on to describe various tips to know for those who might be interested in buying preferred stocks, such as paying attention if the stock is callable, meaning the issuer can “call in” or redeem the stock at a certain price at a certain date. Craig mentions in the article that potential investors need to consider if a company may offer any call premium – the dollar amount over the stock’s par value, “because you’d hate to have your favorite preferred stock called about from you.”

Disclaimer:Content in this material is for general information only and not intended to provide specific advise or recommendations for any individual. Wealth Management Group and LPL Financial do not provide tax advice or services.

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8 Reasons to Sell a Stock or Fund

On April 25th, 2019, Craig Bolanos was featured in Debbie Carlson’s 8 Reasons to Sell a Stock or Fund article appearing in U.S. News & World Report. In the article, she talks about how investors can struggle with the decision to sell stocks, mutual funds, or exchange-traded funds. The article give scenarios in which selling in the right option, whether it is to make money to take a tax write-off from losses. One scenario is when a struggling company sees its share prices fall because earnings are down. Craig says that a dividend payment cut is a warning sign of difficulties ahead, and that usually companies don’t return to prosperity following dividend cuts. He gave General Electric as an example, saying “if a company cuts their dividend, I’m out.”

Disclaimer:Content in this material is for general information only and not intended to provide specific advise or recommendations for any individual. Wealth Management Group and LPL Financial do not provide tax advice or services.

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