Buy and Hold Always Wins – Myth # 1
August 26, 2016Watch Brian Bowen discuss the First myth of “The Five Retirement Myths” Series on the Daytime Blue Ridge Wealth Wednesday... View Article
Watch Brian Bowen discuss the First myth of “The Five Retirement Myths” Series on the Daytime Blue Ridge Wealth Wednesday... View Article
Congratulations! You’re nearing retirement and counting the days when your pension kicks in and you can start living the good... View Article
For a successful business owner (sole proprietor or owner of an S Corporation, C Corporation or partnership) who has a... View Article
by Brian Bowen There’s no question that for those who are concerned about their finances and their ability to eventually... View Article
By: Brian Bowen Employers are increasingly using company stock as part of an incentive plan or as the delivery vehicle... View Article
By: Brian Bowen Some financial advisors present variable annuities as a terrific wealth accumulation product. They are sold to many... View Article
Brian went on today on NBC’s affiliate, Channel 10 (WSLS) to discuss IRA’s and 401k’s frequently asked questions when referring... View Article
I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and... View Article
While we’re young, it’s easy to view our financial situation in one basic way – cash only. But as we... View Article
A Look at IRA Withdrawals IRA’s are one of the best and most popular forms of retirement accounts. An Individual... View Article
After retirement, you may need to decide whether you should rollover your 401(k) to an individual retirement account. Once you... View Article
Most portfolios are constructed based on an individual’s investment objective, risk tolerance and time horizon. Using these inputs and sophisticated... View Article