Investment Advice:
Wealth Guardian Advisory provides Independent Investment Advice. Our advisory services are broad. Our integrated solutions not only align your investments and financial plans, but utilizing our integrating service help to reduce taxes, and ensure that your estate plan is ready.
FINANCIAL PLANNING
A comprehensive plan that includes tax, financial, and estate planning needs will be compiled into one customized plan that provides the specific strategies to grow money…
INVESTMENT MANAGEMENT
There are many options when it comes to investment management however; there is only one “Gold Standard”…the Independent Registered Investment Advisor.
SOCIAL SECURITY PLANNING
It is well known that by electing to start taking Social Security at the earliest age results in the lowest benefit amount. It is a common misconception…
Real Estate Investment Trusts
Real Estate Investment Trusts Real estate investment trusts, or REITs, are a type of investment. They can be a helpful addition to your current portfolio. In this article, we will go over what exactly real estate investment trusts are and how they work for investors. The Basics REITs are entities that invest in income-producing real estate. Typically, this is done through owning or financing real estate. The type of property owned tends to be office [...]
Risk and Retirement Planning
Risk and Retirement Planning Risk and retirement planning go hand in hand. To have a successful retirement plan you need to understand the risk and how to mitigate its effects. In this article, we will go over the different types of risk, how you can manage risk, and how it factors into your investment choices. Types of Investment Risk Investment risk is the probability that you will experience a loss with an investment. There are [...]
Real Estate Investing
Real Estate Investing Real estate investing is a popular investment choice for many people. But it is a very broad investment category. Real estate investing refers to making money from real property or some type of cash flow that is based on real property. In this article, we will go over several different types of real estate investing to help you find options that will best fit into your portfolio. Most Common Real Estate Investments There [...]
5 Common Financial Mistakes Made When a Spouse Passes
Common Financial Mistakes Made When a Spouse Passes The passing of a spouse is a very stressful and emotionally trying time. Due to this, it is a bad idea to make major decisions soon after a spouse’s passing. Unfortunately, many people do not heed this warning. In this article, we will go over 5 common financial mistakes that are made when a spouse passes and how to avoid them. Ignoring Tax Implications Many do not [...]
Basic Types of Investments
Types of Investments There are so many different types of investments. Trying to understand and navigate them can be overwhelming and confusing. In this article, we will briefly go over different types of investments to help you understand what is available to you. Ownership Investments Ownership investments are assets that you purchase or own. You purchase them with the expectation that the asset will increase in value. Ownership investments include the following types of investments: [...]
Certificates of Deposit
Certificates of Deposit Certificates of Deposit, or CDs, are a type of investment. They are popular among investors who are adverse to risk. In this article, we will go over the basics of certificates of deposit to help you decide if utilizing one is right for you. CD Basics A CD is a promissory note that has a fixed interest rate and maturity date. Typically, they are issued by banks or credit unions. They are [...]