by Marylee Segura | Sep 27, 2024 | Investment Services
Getting a mortgage will be among the most significant financial decisions you make. Toledo, Ohio's mortgage market is robust, with fair rates and various loan options to suit different needs. Whether you are looking to refinance or are a first-time buyer, selecting a...
by Marylee Segura | Aug 10, 2023 | Investment Services
Investing is a critical aspect of financial planning, but the complex dynamics of the financial markets can often seem daunting to navigate alone. This is why it's important to use an investment adviser. These professionals provide the expertise and objectivity needed...
by Marylee Segura | May 22, 2023 | Investment Services
As an investor, having a mix of assets is highly recommended by financial advisors and retirement planners. A diverse portfolio is the best way to protect against changes in different asset class values. One of the most popular asset classes to consider is precious...
by Marylee Segura | Aug 25, 2022 | Investment Services
As markets grow increasingly unpredictable, investors are looking for options to diversify their long term portfolios. Gold 401Ks are exactly the kind of option that makes sense in today’s environment. Backed by a stable commodity and designed for long term growth,...
by Marylee Segura | Aug 3, 2022 | Investment Services
Do investment advisors need to be audited? It is something you may wonder as you begin to research private investment management in Dallas for your company or investment portfolio. Some things may need to be done to make sure your investment management firm Dallas is...