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Investing & Planning Resources

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Investing & Planning

Latest Articles and Videos on Investing & Planning

Charlie Bowers on Morning Break: Teaching Kids to Save

As a parent, it is difficult to team your children how to save. Watch Charlie explain some tips on guiding your child to save. Through the use of a moon bank, Charlie makes it easy to teach your kids the importance of money.

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Charlie Bowers on WBTV: Saving for College & Retirement

The great debate, do I save for retirement or help my kids pay for college. Watch Charlie Bowers discuss this and give some great advice on how you can do both.

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The Growth Gap – Insight Folios

If you have any mutual funds in your portfolio, then you need to watch this!

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The Mutual Fund Swamp – Insight Folios

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

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Charlie Bowers on Fox46: Kids & Allowance

Raising Kids is hard enough but when you add in the added pressure to teaching them to manage money when is’t tough for you and me. Learn some inside tips and tricks on getting your kids on the right path.

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Paul Durso on FOX46: Cryptocurrency

See Paul Durso discuss the Cryptocurrency hot topic on FOX 46 and learn what you don’t know about the new currency. Should you use it? Should you know more about it? What is it? All of this and more is discussed.

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