We've all heard we're supposed to "balance our portfolio", but what does that actually mean?

On this week's Marcus Warren Show, we discuss the pros and cons of stocks, bonds, and other investments... and how to create a "balanced" portfolio.

Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!

We've all heard we're supposed to "balance our portfolio", but what does that actually mean? On this week's Marcus Warren Show, we discuss the pros and cons of stocks, bonds, and other investments... and how to create a "balanced" portfolio. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!

Creating Balance

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. 

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

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The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done! Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you. Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

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Creating Balance

Creating Balance