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Wealth Management Group Published Articles2019-01-11T22:56:48+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 Questions to Ask During Volatile Markets

On January 3rd 2019, Craig Bolanos was featured in Debbie Carlson’s 8 Questions to Ask During Volatile Markets article appearing in U.S. News & World Report. On slide three he advises people with formalized investment plans to ask their financial advisors to qualify why their goals are on track. He says investments should be based on when the person plans on consuming their invested money. When asked the question, “Why am I going to be OK?”, Craig is quoted saying that the answer that’s acceptable to this question, is an answer that can be routed back to the client’s financial plan.

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Mutual Funds Are Key To Millenials Retirement

Millennials are routinely bombarded with the message to save for retirement. Fifty-nine percent are heeding the call and saving regularly, according to the 2016 Wells Fargo Millennial Study. While many millennials are saving, they’re doing so cautiously. A recent Bankrate survey found that just one-third of young adults invest in the…

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Quintessential Barrington

Estate planning that addresses retirement plans is becoming more important than ever. As the baby boomers age and retire, we are witnessing that much of their wealth is reflected inside of qualified retirement plans such as IRAs and 401(k)s…

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