Craig’s Latest Radio Appearances
Craig Bolanos, as the CEO of Wealth Management Group and an experienced financial advisor in Chicago, is frequently called upon to share his thoughts on a wide variety of financial topics and current events surrounding retirement strategy, investment management, tax planning, and estate planning. Click below to recent to some of Craig’s most recent radio appearances.
Most Recent Appearance:
Craig Bolanos, Founder and CEO of Wealth Management Group, joins Jon to discuss the bank crisis. Will this be a repeat of the 2008 recession? Craig explains why it won’t be.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Craig Bolanos, Co-Founder and CEO of Wealth Management Group, joins John to talk about how much he loves “Top Gun!” Craig also breaks down today’s jobs report, the importance of diversity in portfolios, why Silicon Valley Bank shut down, the Fed trying to keep inflation in check, when ‘revenge travel’ will start to wear out, and where he believes we should be putting our money right now.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
In this edition of Money Matters, WMG’s Craig Bolanos delves into what he thinks is to come for the U.S. in terms of Inflation. During this segment, Craig also speaks on how you can grow your investment despite the current market yields.
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
During the February 27th Noon Business Hour, Craig talked about what do when people lose track of their retirement accounts when changing jobs. Approximately 1.3 trillion dollars of retirement money is unclaimed in the U.S and Craig recommends anyone who might have lost their retirement money from past jobs in the shuffle to try and locate it by either searching old emails with 401k subject lines, contacting past employers, using national registry of unclaimed retirement benefits or working with a wealth advisor. Once the money is located, Craig recommends maximizing its value by investing in good, low cost stocks, keeping a diversified portfolio and being intentional with it to drive better results.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Craig was a guest on Rural Radio: Channel 147’s Morning Market Report, where he explained the pros and cons of the latest market volatility news.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Craig was a guest on Rural Radio: Channel 147’s Morning Market report and discussed the best approaches to stay afloat in the current market.
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Request Your Complimentary,
No Obligation Review
Past Radio Appearances
WGN-TV Appearance on the January Labor Report
WGN-TV Appearance on the January Labor Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
How to Get on the Road of Financial Stability
How to Get on the Road of Financial Stability
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The Recent Jobs Report and What It Means For You
The Recent Jobs Report and What It Means For You
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Current Market updates with Craig Bolanos
Current Market updates with Craig Bolanos
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
How to Stay on Track If You Fall Short of Your Retirement Goals
How to Stay on Track If You Fall Short of Your Retirement Goals
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Money Matters with Craig Bolanos
Money Matters with Craig Bolanos
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
China"s Decreased Population and It"s Economical Impact
China"s Decreased Population and It"s Economical Impact
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
How to Assist Aging Parents With Money
How to Assist Aging Parents With Money
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
Current Market updates with Craig Bolanos
Current Market updates with Craig Bolanos
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
How to Handle An Inheritance and Other Financial Windfalls
How to Handle An Inheritance and Other Financial Windfalls
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Market Day Report - January 6, 2023
Market Day Report - January 6, 2023
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
End of Year Financial Housekeeping
End of Year Financial Housekeeping
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Market Day Report
Market Day Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Positive Jobs Report & Negative Stock Market
Positive Jobs Report & Negative Stock Market
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.Investing involves risk including loss of principal. No strategy assures success or protects against loss.Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice. Cryptocurrency and cryptocurrencyrelated products can be volatile, are highly speculative and involve significant risks including: liquidity, pricing, regulatory, cybersecurity risk, and loss of principal. A cryptocurrency fund may trade at a significant premium to Net Asset Value (NAV). Cryptocurrencies are not legal tender and are not government backed. Cryptocurrencies are non-traditional investments, resulting in a different tax treatment than currency. Federal, state or foreign governments may restrict the use and exchange of cryptocurrency. The use and exchange of cryptocurrency may also be restricted or halted permanently as regulatory developments continue, and regulations are subject to change at any time. Cryptocurrency exchanges may stop operating or permanently shut down due to fraud, technical glitches, hackers, malware, or bankruptcy.
Treasury Bills, Yields, & Clarity
Treasury Bills, Yields, & Clarity
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.Investing involves risk including loss of principal. No strategy assures success or protects against loss.Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice. Cryptocurrency and cryptocurrencyrelated products can be volatile, are highly speculative and involve significant risks including: liquidity, pricing, regulatory, cybersecurity risk, and loss of principal. A cryptocurrency fund may trade at a significant premium to Net Asset Value (NAV). Cryptocurrencies are not legal tender and are not government backed. Cryptocurrencies are non-traditional investments, resulting in a different tax treatment than currency. Federal, state or foreign governments may restrict the use and exchange of cryptocurrency. The use and exchange of cryptocurrency may also be restricted or halted permanently as regulatory developments continue, and regulations are subject to change at any time. Cryptocurrency exchanges may stop operating or permanently shut down due to fraud, technical glitches, hackers, malware, or bankruptcy.
Market Day Report
Market Day Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
China Protests Affecting U.S Prices
China Protests Affecting U.S Prices
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.Investing involves risk including loss of principal. No strategy assures success or protects against loss.Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice. Cryptocurrency and cryptocurrencyrelated products can be volatile, are highly speculative and involve significant risks including: liquidity, pricing, regulatory, cybersecurity risk, and loss of principal. A cryptocurrency fund may trade at a significant premium to Net Asset Value (NAV). Cryptocurrencies are not legal tender and are not government backed. Cryptocurrencies are non-traditional investments, resulting in a different tax treatment than currency. Federal, state or foreign governments may restrict the use and exchange of cryptocurrency. The use and exchange of cryptocurrency may also be restricted or halted permanently as regulatory developments continue, and regulations are subject to change at any time. Cryptocurrency exchanges may stop operating or permanently shut down due to fraud, technical glitches, hackers, malware, or bankruptcy.
Market Day Report
Market Day Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
Interest Rate Hike Announcement
Interest Rate Hike Announcement
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Upcoming Jobs Report
Upcoming Jobs Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.
October - Your Money Matters
October - Your Money Matters
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.
Market Day Report
Market Day Report
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
Stocks Jump Again, Peak Inflation, and Traits of Effective Leadership
Stocks Jump Again, Peak Inflation, and Traits of Effective Leadership
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.
Stocks and the Labor Market
Stocks and the Labor Market
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
September Your Money Matters
September Your Money Matters
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.Investing involves risk including loss of principal. No strategy assures success or protects against loss.
June Reactionary Lows
June Reactionary Lows
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
Social Security and 401(k) Planning
Social Security and 401(k) Planning
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
Combating Inflation
Combating Inflation
*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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Market Day Report: The Three "Rs"
Market Day Report: The Three "Rs"
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
"Great Change"
"Great Change"
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.
August Your Money Matters
August Your Money Matters
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss. This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.
Market Day Report: Inflation, Interest Rates & More
Market Day Report: Inflation, Interest Rates & More
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Rate Hikes & Bear Markets
Rate Hikes & Bear Markets
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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing Involves risk including loss of principal. *No strategy assures success or protects against loss.
How to Perform a Financial Checkup
How to Perform a Financial Checkup
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing Involves risk including loss of principal. No strategy assures success or protects against loss.Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Market Day Report: Peak Inflation
Market Day Report: Peak Inflation
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Preparing College Students for Financial Responsibilities
Preparing College Students for Financial Responsibilities
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Market Day Report: Payroll
Market Day Report: Payroll
e.*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Market Day Report: Interest Rates
Market Day Report: Interest Rates
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Your Recession Questions Answered
Your Recession Questions Answered
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Inflation and Growing Wages
Inflation and Growing Wages
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The Current Market and More
The Current Market and More
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The Bottom or the Bounce
The Bottom or the Bounce
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
July Your Money Matters
July Your Money Matters
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
How Kids Can Start Investing Early
How Kids Can Start Investing Early
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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Jobs Report & The Current Market
Jobs Report & The Current Market
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Inflation Numbers, Retail Sales, and More
Inflation Numbers, Retail Sales, and More
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 performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Market Day Report: Inflation & More
Market Day Report: Inflation & More
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks including possible loss of principal. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
How to Prepare for Sudden Income Loss
How to Prepare for Sudden Income Loss
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
