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…
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 [...]
Dealing With a Market Correction
Dealing With a Market Correction A market correction is a 10% or greater decline in the price of a security. For most investors, they are scary and hard to deal with. In this article, we will go over 5 tips to help you deal with a market correction. 1. Understand What a Market Correction Is The best way to deal with a market correction is by truly understanding what one is. It is typically [...]
Bond Basics
Bond Basics A bond is a type of loan that large companies use to generate income. As an investor, you lend a company money by purchasing a bond. In exchange for that money, the company will pay interest to you. It will have a maturity date, which will end the loan and return the initial principal to you. In this article, we will go over what to look for when considering a bond, the [...]
Reasons Your Portfolio Is Not Performing
Reasons Your Portfolio Is Not Performing Many investors feel frustrated because their portfolio is not performing at the level they want it to. There are many factors that play into your portfolio’s performance. In this article, we will go over four reasons your portfolio may not be performing. Impatience One of the biggest inhibitors in our own impatience. Many of us expect amazing results, almost instantly. While amazing things occasionally happen overnight, that is [...]