Month: May 2021

A Conversation on Understanding Bonds

A Conversation on Understanding Bonds

You often hear ‘stocks and bonds’ mentioned when talking about investing, but few people go into detail about bonds.

In this episode, Thom Guidi and Luke Hail discuss the ins and outs of bonds. The duo dives into the most important things you need to know when it comes to bonds, and how the usage of bonds might differ from a new and experienced investor.

In this episode, you will learn:

  •       The different types of bonds and why they should be in your portfolio 
  •       How the amount of bonds in a portfolio depends on your comfort with risk 
  •       Bond Funds and the benefits to new investors 
  •       Bond defaulting and the implications to the investor
  •       And More! 

Tune in now to learn about bonds and increase your knowledge on how to include them in your portfolio. 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI |  Thom Guidi LI| Thom Guidi | Luke Hail LI | Luke Hail

A Conversation on Working With a Financial Advisor

A Conversation on Working With a Financial Advisor

Have you ever wondered what a financial advisor can do for you? Or how to find the right one for you?

We are here to help you answer some of these questions!

In this episode, Ryan English and Tony Luckhardt dive into a conversation about financial advisors! They give information on what to expect when you are working with an advisor and the questions you should be prepared to ask so you can find a professional that will help with your unique situation!

In this episode, you will learn:

  • The different designations financial advisors can obtain  
  • How financial advisors are compensated 
  • What a financial advisor can do for you  
  • Information you should ask a financial advisor before you begin to work together  
  • And More! 

Tune in now to discover how financial advisors can assist you with your financial situation and how you can ensure you find the right person for the job! 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Ryan English | Ryan English LI | Tony Luckhardt | Tony Luckhardt LI