It is a common misconception that bonds are only valuable to older conservative investor or for young children as savings bonds. That is simply not the case. Bonds can be an important factor for a strategically balanced portfolio at every stage of your life. Bonds can be valuable for a portion of …  Read More
Five Ways to Help Build Wealth
Here at Magellan Financial we have dedicated our life to helping families achieve their financial goals. The number one reason for building wealth is typically financial security, which ultimately leads to retirement. Life, however, can get in the way of building wealth as there are other important …  Read More
Evaluating Your Investment Plan: A Four Step Guide
Whether you’re approaching retirement or just beginning to evaluate how you’d like to invest your finances, there are actions you can take now to help ensure you’re making the best decisions for your future. At their core, that is what investments are—decisions you make in the short term that are …  Read More
Is it Time for a Checkup of Your Company’s 401(k) Plan?
As a small business owner, running the business can at times be a bit overwhelming. There is the actual business of what you are doing, but there are also the many details of running a business that need to be addressed. You have to deal with payroll, marketing, employee scheduling, and so much …  Read More
The Asset Allocation Dilemma
Asset allocation, in basic terms, is the division of investment assets among numerous asset classes. At its simplest, one would divide their investment dollars among stocks, bonds and cash, with the percentage allocated to each determined by the individual’s time horizon and risk tolerance. The …  Read More