Ross Kline, CWMS®
Stock Investing 101
Learn why you should be invested in equities, the 3 categories of stock, and how to pick the best stocks!
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Ross Kline, CWMS®
- Jul 12
Are I-Bonds A Good Investment?
In this article, you'll learn what an i-bond is, the pros and cons of investing in them, and an analysis of their use.
Ross Kline, CWMS®
- Mar 21
Case Study: The $285,840 Tax Bill
A real estate investor couple moving to Kentucky to retire was planning to sell their properties and buy new ones closer to their new home..
Ross Kline, CWMS®
- Feb 21
How Compound Interest Works
In this short post, learn the difference between simple and compound interest, and simple calculation for projecting returns.
Ross Kline, CWMS®
- Feb 14
Retirement Planning Guide | 2022
Saving money during your working years to ensure you don't run out of money after you retire is a very wise decision! So kudos to you for...
Ross Kline, CWMS®
- Nov 4, 2021
Wealthy vs Rich. What's The Difference?
"Isn't that the same thing?" I would argue they have very different meanings and you can't be both! Read this article to find out why!
Ross Kline, CWMS®
- Apr 1, 2021
How Structured Insurance Products Work
Learn about this relatively new financial tool. How it works, and who they are best for!
Ross Kline, CWMS®
- Mar 31, 2021
The Difference Between Mutual Funds And ETFs
Learn the difference and advantages of these two common investments.
Ross Kline, CWMS®
- Mar 23, 2021
Is Bitcoin A Good Investment?
Hear what a licensed financial planner and investment advisor has to say about the hot topic of investing in cryptocurrency.
Ross Kline, CWMS®
- Oct 19, 2020
Portfolio Benchmarking Is Broken...
Indexed investing is commonplace in today's market. But is it the right way to invest in stocks, bonds, and other investments??
Ross Kline, CWMS®
- Jan 15, 2020
Why Stock Prices Change
Those are very reasonable questions that I’ve gotten more than a few times. In this post, I’ll briefly answer them!