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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.

How To Create a Budget You Can Really, Truly Stick To

Craig Bolanos was featured in Lauren Phillips’s article “How To Create a Budget You Can Really, Truly Stick To” appearing in Real Simple. Craig shares his thoughts on budgeting, your biggest wealth tool, how you can unlock your savings potential, and more. Click below to read the full article!

**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 advice or services.

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What Questions Should Investors Ask Financial Advisors Now?

US News & World Report

Craig Bolanos was featured in Debbie Carlson’s article “What Questions Should Investors Ask Financial Advisors Now?” appearing in U.S. News & World Report. Anyone who is paying a financial advisor should have a well-thought-out, written financial plan – no matter your age. An advisor should be able to show you why your finances will be OK, even in the current volatile environment, and explain how your own investments fit within the context of your plan. Click below to read the full article! You can also read this article on MSN Money and WTOP News.

**Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Making the Most of the Tax-Filing Extension

Craig Bolanos was featured in Debbie Carlson’s article “Making the Most of the Tax-Filing Deadline” appearing on ThinkAdvisor. Craig has suggestions for people about to retire or the newly retired to deal with the nuances of transitioning into retirement, especially as it relates to CPA’s and taxes. Click below to read the full article.

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 advice or services.

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Stock Shock Over Coronavirus

 

Craig Bolanos was featured on NBC Chicago as many investors worried about what would happen to their money after a sudden drop in global stocks over concerns about the coronavirus. Craig also discussed how to protect your portfolio in these turbulent times.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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. Investing in mutual funds involves risk, including possible loss of principal.

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