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Are You Maintaining an Ally Portfolio?

As any financial advisor will tell you, a balanced investment portfolio reflects a thoughtful distribution of assets for a minimum of risk and a maximum yield. If you choose your allocation wisely and you maintain it carefully, you will see a return. The same concept is true where referrals are concerned. Your allies are your greatest business development asset, […]

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Financially Fit Millennials?

The most recent issue of Kipplinger’s Personal Finance magazine provides a special money guide section for millennials (people born between 1978 and 1994) which seems to be very much needed and timely. Based on a Wells Fargo survey of young adults, and as reported by Janet Bodnar, Editor of Kipplinger’s Personal Finance magazine, “more than […]