[contextly_auto_sidebar] If you’ve just graduated from college, or you’re about to this coming spring, you’re probably excited about starting a career. It’s always important to have goals, and if your financial goals are at the top of your list, it’s best to find sound advice from a certified advisor. As a financial advisor in Columbus, […]
Archive for November, 2015
One of the most basic distinctions between mutual funds is whether the fund manager employs an active or a passive management approach. An active management style means the fund manager uses analytic or forecasting tools to select individual stocks for the fund portfolio. In a passive approach, the fund manager simply buys whatever stocks are […]
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by unique provisions established by the creator of the trust or “grantor.” As a trust beneficiary, you have certain rights. But to ensure that your financial […]
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