by Robert Cenko | Jun 21, 2022 | Financial Planning, Robert Cenko
A financial plan is like a roadmap for a person or organization to attain its objectives. Such a plan takes into consideration the existing financial situation and develops a detailed strategy as per the individual’s primary goals, directing them where exactly to put...
by Robert Cenko | May 11, 2022 | Financial Planning, Robert Cenko
A diversified portfolio refers to a portfolio containing different investment assets in balance. The idea is that an investor would include both stocks and bonds, for example. On the other hand, a concentrated portfolio refers to a portfolio that contains investments...
by Robert Cenko | Apr 14, 2022 | Financial Planning, Robert Cenko
Choosing a financial advisor to manage your money can be confusing. There are varying opinions on the best strategies for different investors and how long to stay with an advisor. You may wonder what questions you should ask your potential advisor or if it is worth...
by Robert Cenko | Mar 10, 2022 | Financial Planning, Retirement Planning, Robert Cenko
It’s a rare event to stay in one job, one career path for one’s entire work career. When you’re in your twenties and thirties, you may not give a second thought to that money your employer has nicely tucked aside for you in a retirement plan, but as...
by Robert Cenko | Feb 10, 2022 | Financial Planning, Robert Cenko
Financial literacy among children Financial literacy is the ability to make informed, intelligent decisions directing one’s money, time, and other resources. It includes understanding the importance of budgeting, getting out of debt, and saving for retirement,...
