Posts Tagged Mutual Fund

  • The Value of Safety The Value of Safety

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The roller coaster ride for those aboard the stock and mutual fund markets continues. You hear me say continually, “None of my clients have lost money.” I continue with that statement. We only provide fix...

  • Introducing “Choices” Introducing “Choices”

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Beginning this month, we will be hosting a series of workshops for our clients and potential clients. These workshops are in fact workshops – not seminars. Our intention with these programs is to provid...

  • Top Tax Planning Tips Top Tax Planning Tips

    By Curt Ford Nash Nash Bean & Ford While April 15th may still be a long way off, the end of the year is prime time to start making the important decisions that will affect next year’s income tax return. Here are some suggestions that might help make that check you write in April a little...

  • 2010 Resolution – Take Control 2010 Resolution – Take Control

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor I encourage you to use the Golden Rule of Investing in 2010 Resolve – if you have not applied the Golden Rule of Investing to your retirement assets – then do it! What’s the Golden Rule of Investing??...