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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
To choose a plan, it’s important to ask yourself four key questions.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A letter of instruction provides additional and more personal information regarding your estate.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.