Posts with the category ‘Portfolio Management’


Investing for Major Financial Goals

Prepared by Broadridge Investor Communication Solutions, Inc. Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re lucky, you may end up with enough money to meet your needs, but you have no way to… Read More


Stocks Could Rise As Much As 27% in 2018

By Mark Kolakowski   The S&P 500 Index (SPX​) should reach a record 2,800 by the end of 2018, more than 7.5% above the open of trading on Monday, based on the average forecasts from nine market strategists polled by Bloomberg. Some strategists forecast stocks could rise as much as 27 percent. Those gains would create the longest bull market on record. Key reasons for their continued bullishness, per Bloomberg: even without tax reform, corporate earnings in the U.S. are rising at a… Read More


A Daily Game Plan for Keeping Active on LinkedIn

By: Erin Tamberella and Rick Wright It’s no secret that many potential and existing clients can be heavy social media users, and one of their top social networks is LinkedIn. Build a system that will lead to quality connections. Most CPAs are on LinkedIn—but many don’t know where to go from there. Most have a profile with hundreds of connections, but few actively post on the social network. Yet studies show that over 90% of high-net-worth investors and 85% of… Read More


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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