Congratulations to our GenExpo 2017 Drawing Winners!
Thank you to everyone who participated!
3 GRAND PRIZE Gift Card Winners
1. Victoria Cellino - $100 Frankie's The Steakhouse
2. Steven Sordacki - $100 Luciano's Italiano Restaurant
3. Katherine Hamilton - $100 Pappadeaux
20 Autographed "Wise Money" by Daniel Wildermuth books
1. William Bonds, Jr.
2. Jimmy Stapleton
3. Sal Jimenski
4. Valerie Wolinsky
5. Michael Mopps
6. Tonya Washington
7. Jack Montgomery
8. Terrence Brown
9. Spencer Szisniak
10. Frank Gittiano
11. Brittany Carpenter
12. Phil & Rhonda Murphy
13. BethAnne Sizemore
14. Sandi Carter
15. J.M. Langley
16. Patti Bennett
17. Judith Barre
18. Gerald Kaplan
19. Shantice Patterson
20. Cheryl Parker
Our Process/Our Methodology
Our Commitment to You Begins with KalosClick Here to Learn More
The question isn’t will stock markets go down; it’s when will they go down, and what will you do about it?
We believe that individual investors are poorly served by simplistic investment strategies that are prone to volatility and possible interruptions to income generation. Our experience and rigorous research suggests that the same strategies used by large institutions can be replicated successfully for individuals seeking to balance growth and risk in uncertain markets.
We don’t rely on luck or chase unrealistic performance expectations; instead, we rely on a disciplined strategy that is designed for a dramatically different economic and financial world.
Our investment methodology is based on the Endowment Model used by major educational institutions and other sophisticated institutional investors who are seeking to increase performance while reducing the effects of turbulent markets. No one can successfully predict markets or completely avoid risk; instead, we use complex models, advanced risk management techniques, and nontraditional investing principles to pursue success in all market environments.
Our approach to retirement planning is anchored on four pillars that cover your entire financial picture:
- Investment strategies that reduce risk and create stable income.
- Tax minimization and efficient income distribution strategies.
- Asset protection and personal risk reduction.
- Estate and legacy planning to pass your hard-earned wealth to future generations.
- Our goal is to leave no question unasked and no financial issue unexplored when helping you develop strategies for a comfortable future.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A look inside the U.S. government's statistics on household net worth.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Earnings season can move markets. What is it and why is it important?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are hundreds of ETFs available. Should you invest in them?