Investing
Managing Your Workplace Retirement Plan – Part I
1978 brought about a change in legislation that forever changed the landscape of American retirement planning. That was the year that saw the creation of the 401(k). Up to that point, retirement plans offered by employers were primarily defined benefit pension plans. As the name would indicate, you earned a defined monthly benefit at retirement…
Read MoreMoody Radio Interview – Gambling
We discussed gambling on today’s broadcast. The following excerpt is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM) For more information on Moody Radio, go to moodyradio.org/indiana. Brad Graber, CFP® has been working with clients on personal financial planning and investment issues since 1996. He invests his time mentoring and educating individuals…
Read MoreTypes of Investments: Stocks and Bonds and Funds, Oh My!
The investment world has a way of taking things that are understandable at their most basic element and complicating them to the point that the common person no longer recognizes them. In an effort to help individuals understand investments, I like to simplify them down into two primary categories, loans and ownership. Most people can…
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