Author - Victor Cannillo

1
Keeping Your Portfolio “Balanced”
2
Converting your IRA into a Roth IRA – What to Know
3
What Does Working with a Fee-Only Advisor Mean for You?
4
Should politics affect your decision to include international investments in your portfolio?

Keeping Your Portfolio “Balanced”

A 60-second read by Victor Cannillo:  If your goal is to invest over the long-term, totally avoiding a sector solely on the basis that it has recently performed well would not be prudent.  Long-term investors should identify a globally-diversified strategy, spread across many sectors, that is risk appropriate and helps them achieve their goals.   At … Continue reading Keeping Your Portfolio “Balanced” Read More

Converting your IRA into a Roth IRA – What to Know

A 60-second read by Nicholas Scheibner:  The main difference between a Traditional Individual Retirement Account (IRA) and a Roth IRA is that with a Roth IRA, you pay taxes upfront, so that when you are in retirement, you can make withdrawals tax-free. If you are considering converting your IRA into a Roth, here are a … Continue reading Converting your IRA into a Roth IRA – What to Know Read More

What Does Working with a Fee-Only Advisor Mean for You?

An Advisor who is compensated by only YOU, the client: Working with a Fee-Only advisor means that the advisor is only compensated by the fee that they charge, not by any commissions. The fee could be charged hourly, or it could be calculated as a percentage of a client’s assets under management (AUM), or even … Continue reading What Does Working with a Fee-Only Advisor Mean for You? Read More

Should politics affect your decision to include international investments in your portfolio?

A 45-second read by Anthony Benante:  For your specific portfolio, you need to evaluate your ability and willingness to take risk to help determine your personal profile. Without knowing about your entire financial situation, we would not make a specific recommendation for any asset. Typically, including globally-diversified assets in your investment strategy offers statistical benefits. We … Continue reading Should politics affect your decision to include international investments in your portfolio? Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login