Tag Archives: financial advisor

Expert Retirement and Financial Advisor Mark Kinney Discusses Potential Changes for Investing Under the Trump Administration

Seasoned retirement and financial strategist, Mark Kinney, highlights President Trump’s proposals that may benefit different market segments. Lee, Massachusetts—February 1, 2017—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Preparing Your Portfolio for Investing During the #Trump Presidency.” In the article, he discusses… Read more »

Financial Advisor, Bonnie Clark, Announces Affiliation with Gradient Advisors, LLC

Temecula, CA – January 13, 2017– Bonnie Clark, CEO of Kratos Wealth Management, is pleased to announce an affiliation with Gradient Advisors, LLC as her Registered Investment Advisor. Bonnie states, “ After comparing many other top RIA firms I feel that Gradient Advisors, LLC provides superior tools, technology, and support… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses the Features of an Absolute Return Fund

Seasoned retirement and financial strategist, Mark Kinney, highlights how absolute return IRAs compare to target-date funds. Lee, Massachusetts—November 18, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Absolute Return IRAs Offer an Alternative to Target-Date Funds.” In the article, he discusses the… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses Important Points to Consider When Divorcing

Seasoned retirement and financial strategist, Mark Kinney, says to consider assets and debts when divorcing. Lee, Massachusetts—October 14, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new article entitled, “Re-Assess Your Assets and Investments When Divorcing.” In the article, he discusses things to consider when dividing… Read more »

Expert Retirement and Financial Advisor Mark Kinney Discusses Points to Consider if You Choose a Lump-Sum Pension Payment

Seasoned retirement and financial strategist, Mark Kinney, says a lump-sum pension payout may make sense in certain circumstances. Lee, Massachusetts—October 4, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Should You Consider a Lump Sum Pension Payment at Retirement?” In the blog, he… Read more »

Expert Retirement and Financial Advisor Mark Kinney Offers Strategies for Catching Up on Retirement

Seasoned retirement and financial strategist, Mark Kinney, says making up for lost time when it comes to retirement planning is possible with a concerted effort.   Lee, Massachusetts—August 22, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Making Up for Lost Time:… Read more »

Expert Financial Advisor, Andrew Arons, Predicts Rise in The Market on FOX Business News

FOR IMMEDIATE RELEASE Andrew Arons of Synergy Advisory Management Group was recently seen on FOX Business News giving his prediction of the rise in the stock market. Hackensack, NJ – August 11, 2016 – Andrew Arons was featured as a guest on FOX Business News with Varney & Co. as a… Read more »

Expert Financial Advisor Mark Kinney Explains the Difference Between ETFs and Mutual Funds

Seasoned retirement and financial strategist Mark Kinney, of Toole, Kinney & Co., Inc. discusses the advantages of investing in ETFs as opposed to mutual funds.    Lee, Massachusetts—August 2, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, posted a new blog entry entitled, “ETFs and Mutual Funds:… Read more »

Douglas Chapman Co-Founder And Partner of Wealth Management Group, LLC. Says Considering Longevity Risk is the First Step to Creating a Viable Retirement Strategy

Clark, NJ – June 27, 2016 – Douglas Chapman, co-founder and partner of Wealth Management Group, LLC., published a new blog post entitled, “Longevity Risk & Your Retirement Strategy.” In the post, he encourages readers to abate longevity risk by preparing for a retirement that they can’t outlive. Chapman says,… Read more »

Expert Retirement Advisor Mark Kinney Offers Insight Into Term and Permanent Life Insurance Policies

Seasoned retirement and financial strategist, Mark Kinney, explains the differences between the two main types of life insurances and the benefits of each. Lee, Massachusetts—June 16, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, posted a new blog entry entitled, “Weighing the Costs: Permanent vs. Term Life… Read more »