Month: October 2018

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Bonds: The Underrated Investment Vehicle (Ep. 32)

Bonds: The Underrated Investment Vehicle (Ep. 32)

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When people invest, they often forget about bonds and invest solely in stocks. Why is that?

Perhaps most people simply don’t have enough information; Larry Heller has met several clients who didn’t know what bonds were, let alone the advantages of investing in them. If lack of knowledge is the issue, Larry is here to fill the gap.

In this episode, you’ll learn:

    • How bonds work as an investment vehicle

 

    • Different types of bonds and which ones might be suitable for you

 

    • The characteristics of bonds

 

    • How to purchase bonds

 

    • How to assess the potential for risk before purchasing a bond

 

    • The difference between taxable and tax-free bonds

 

    How and why you should use bonds

Tune in today to learn more about bonds, the underrated investment vehicle!

Resources: Heller Wealth Management

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Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin (Ep. 31)

Choosing the Right Insurance to Weather Life’s Storms—with Guest, Doug Kniffin (Ep. 31)

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Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage.

Because of this, Larry Heller is on a mission to provide expert advice about insurance policies.

With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance, including:

    • How individuals and businesses can prepare for major storms with insurance

 

    • Common oversights that homeowners make when they’re selecting policies

 

    • Beneficial policies that homeowners may not be aware of

 

    • The importance of having an umbrella policy for assets

 

    • Two recommended insurance policies for New York business owners

 

    And more!

Tune in today and discover insurance policies that could make a world of difference for you, your family, and your business.

Resources: Heller Wealth Management | The Viking Agency, Inc. | Doug Kniffin: 516-496-7711