Paul Durso

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

There are two major issues that need to be dealt with when planning for retirement. First and most important is ensuring that you will have the income you need, and second is the necessity of having a plan.

I am often asked in regards to the Insight Folios investment strategy “if it’s so good, then why isn’t everyone doing it?” What this question refers to is the use…

Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

Not too long-ago Lisa Wallace, the public affairs specialist from the Social Security office was on my radio show Simply Financial that airs each Saturday morning at 11:30 here in Charlotte on 102.5FM or 610AM.

If you want to retire, then you better put your money to work. View your retirement savings as a little army that is going to fight for your future income.

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!