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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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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