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.
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.
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.
8 Facts to Know About Mutual Fund Fees
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.
