Featured Articles

These articles have been written by the financial professionals of The Wise Investor Group. Each article spotlights one of their departments — planning, portfolio management, and trading — providing insight to the actions they take for the assets they manage.

Featured Insight Article

Finding Mutual Funds That Fit Your Needs

By Nancy Osmond Popovich, Director  & Financial Advisor , CDFA ™ 

Archived Articles

• It's All About the Plan         
  By Gregory S. Smith, Managing Director, Senior Financial Planner and CFP® 
 
• Why Premium Bonds May Provide Premium Value         
  By Ryan C. Unthank, Analyst
 
• Allocating Your Investments         
  By J. Eric Wightman, Managing Director
 
• Saving for College         
  By Ann A. Summerson, CFP® , CDFA ™
 
• Change Your Mindset        
  By James D. Schneider, Vice President, Analyst 
 
• Overcoming Paralysis       
  By Simon Hamilton, Director, Portfolio Manager 
 
• Taking a Look at Whole Life Insurance      
  By Matthew B. Anderson, CFP® , ChFC, CLU 
 
• Resolve to Do Your Homework Before Investing     
  By Lamar Watson, Analyst 
 
• Your Retirement Should be Enjoyed Non - "Pasturized"    
  By Gregory S. Smith, Managing Director, Senior Financial Planner and CFP® 
 
• Understanding and Managing the Risks of Bonds   
  By Chase Hinderstein, Vice President & PWM Portfolio Specialist 
 
• Bottom Line: Operating Profits Indicate Performance  
  By Chris Aime Director, Financial Advisor & CFP®
 
• The New Retirement 
  By Ann A. Summerson, CFP®, CDFA ™ 
 
• Asset Allocation: The First Step in Investing 
  By Nancy Osmond Popovich, Director & Financial Advisor
 
• Municipal Bond Market Update 
  By Ryan Unthank, Analyst
 
• Managing Risk in a Volatile Environment  
  By David Mount, PWM Portfolio Specialist
   
• Naming a Trust as the Beneficiary of an IRA 
  By Matthew B. Anderson, CFP® ,ChFC, CLU 
   
• Preparing for Life's Transitions: Major Changes Require Planning Now  
  By Nancy Osmond Popovich, Director & Financial Advisor
   
• Eligibility Restrictions for Roth IRA Conversions Are Changing In 2010  
  By Gregory S. Smith, CFP®, ChFC, Senior PWM Financial Planner
 
• Are You Reviewing Your Insurance Policies?  
  By Matthew B. Anderson, CFP® ,ChFC, CLU
   
• How to Cure Financial Headaches  
  By Ann Summerson, CFP®