by AIO | Sep 12, 2019 | Investing, Podcast
Exploring Options Trading with Expert Kirk Duplesis: Episode 17 of the ‘Ask a Fee-Only Financial Planner’ Podcast Welcome to the 17th episode of the ‘Ask a Fee-Only Financial Planner’ Podcast, hosted by Bill Holiday from AIO Financial. In this... by AIO | Sep 12, 2019 | Investing, Socially Responsible Investing
Generation Investment Management has gained some recent attention because of their recently reported above market returns for Socially Responsible Investing and also because their chairman is Al Gore. I called Generation Income and found that their investment... by AIO | Sep 12, 2019 | Retirement Planning
Many couples will need to adjust their retirement plans because of two big changes affecting Social Security benefits. Because of Congress’ November, 2015 budget deal, two popular claiming strategies are coming to an end. The “file and suspend” and the “restricted... by AIO | Sep 12, 2019 | Estate Planning
What is Probate? The court process for transferring property that do not have designated beneficiaries. What assets are subject to Probate? All assets that are in the decedent’s name (without a designated beneficiary) at the time of death. The estate needs to go... by AIO | Sep 12, 2019 | Investing
The price to earnings (P/E) ratio is a fundamental metric for evaluating whether a particular investment (or markets in the aggregate) are overvalued, undervalued, or fairly valued, with the caveat that the P/E ratio can be highly volatile from year to year and across...