Aegis Financial Advisory is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune, Smart Money and U.S. News and World Report
November 7, 2011 | Michael Pollock, The Wall Street Journal
October’s surge helped many mutual funds bounce back
It was also a vivid reminder of what has become a fact of life for stock investors: It’s crazy out there. And it seems to be getting crazier all the time.
October 1, 2011 | Katie Kuehner-Hebert, Financial Planning
With a little creativity, planners are attracting clients who may stay with them for life.
The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still, some planners are proving that it’s possible to attract clients at the beginning of their careers. The key is reaching them through their preferred venues – email, text, online videos, Facebook and Twitter – and spelling out how planning advice today can help them grow their wealth much faster.
September 15, 2011 | Emily Brandon, U.S. News and World Report/Money and Retirement Section
Twentysomethings will need to save much more than their parents did for retirement
Retirement won’t be impossible for Generations X and Y, but they will need to save considerably more than the baby boomers to make up for less employer and government help. Fewer young people have access to generous retirement benefits, including traditional pensions and retiree health insurance. And anyone born in 1960 or later must wait an extra year, until age 67, to claim the full amount of Social Security they are entitled to. Those who claim at the same age their parents did will get less. Here are some ways 20- and 30-somethings can get on track to retire comfortably.
August 15, 2011 | Catey Hill, Smart Money
This past week’s historic market gyrations have most investors worried, but none more so than retirees, who have a fixed pot that has to last as long as they do. And when the markets change dramatically, advisers say, so do the rules for turning a nest egg into income.
June 03, 2011|Carolyn Bigda, Chicago Tribune
It seems that every time I log on to Facebook these days I see another post announcing a new baby. And for many of the proud parents, one of the spouses will be leaving the workforce to care for the growing family.
The logo for the firm is based on the image of the Aegis from Greek mythology. The Aegis was the shield of Zeus, fashioned for him by Hephaestus. The word aegis has entered modern English to mean protection or security.
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