Mutual funds are a popular investment option because they offer a simple way for investors to diversify their portfolios.
Author: Tami McDonald
Tami W. McDonald, CFP®, is the founder of Brookstone Wealth Management. She has a Bachelor of Business Administration with a minor in Finance. She’s a graduate of the College for Financial Planning and an Accredited Private Wealth Advisor, and she holds a Certificate of Masters of Women’s Advisory (meaning she is specially trained to provide wealth advisory services specifically to women). Along with her CFP® and over 30 years in finance and investing experience, Tami holds licenses in Series 7 and 66, Annuity and Long-term Care Insurance.
What is a Mutual Fund?
Rising Rates and Your Portfolio
Rising rates can create portfolio risk but certain strategies could help you mitigate it and achieve long term success.
Taking Control of Your Financial Future After Divorce
After divorce, a financial advisor can help you assess your financial position, adjust your goals, and update your financial plan.
What are bonds and why should you hold them?
Bonds play an important role in a balanced portfolio but investors often don’t understand how they function.
Sticking To Your Financial Plan When Faced with Negative News
There is an abundance of negative news regarding the economy and the markets. This article breaks down what you need to know.
Why Social Security Planning Is Different for Women
Women face unique challenges when planning for Social Security, but these steps can help them maximize their lifetime benefits.
Tax Season Got You Down? Here’s How You Can Reduce Next Year’s Tax Bill
Your tax plan should work year-round to reduce your tax burden. Consider adding these tax minimization strategies to your plan.
Brookstone Wealth Management Announcement
Brookstone is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.
How Inflation Can Impact Your Retirement Plan
Inflation can influence every aspect of your retirement plan from your income needs to your investment returns.
Managing Financial Anxiety While Caregiving
Becoming a caregiver can occur suddenly, leaving you feeling ill-prepared to handle the stressors and the added expenses.
Include Financial Goals in Your New Year’s Resolutions
Complete these seven tasks in 2022 to set yourself up for financial success this year and in the future.
How Proposed Tax Changes Could Impact You
New legislation may reduce retirement savings options and increase taxes for high earners and those who manage trusts or estates.
