In this week’s podcast, Dennis Bielik and Eric Light discuss clues you should look for when investing. They’ll talk about: Current state of top companies – including October news from Charles Schwab! Retail versus institutional preferred offerings with...
In this week’s podcast, Matt discusses debt management in regard to credit and keeping up with your personal finances. Listen to learn: Developing credit history Credit scores and how they’re calculated Debt-to-income ratio and budgeting according to your earnings...
In this week’s podcast, we are joined by Mike Starn, a Quicken Loans Director, to talk about some of the common questions we get from clients regarding the path to home ownership. We’ll cover: How to get into a home with less than 20% down payment 28/36 rule –...
In this week’s podcast, Dennis Bielik hosts Billy Baschnagel, a health care specialist with 40 years of experience at West Avenue Insurance. In response to several myths and misconceptions about Medicare and the Affordable Care Act, Dennis and Billy discuss a few of...
Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current...
Hosted by Dennis Bielik, CFP, CFA®, FRM and Doug Paul, JD In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how...
