Stephen Bossio is a Registered Investment Advisor and the principal of Magnum Financial. He welcomes your questions and comments. Stephen can be reached by phone at 996.9664 or via email at sbossio@magnum-financial.com.
Our firm does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.
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Blog Archives
Outperform your neighbors
If you are like many people looking for investment assistance, you have employed the services of some sort of investment professional who’s job, as defined by you and often agreed to by the professional, is to search for investments that … Continue reading
Planning your retirement is more important than ever before
Thirty-three years ago, 401(k) plans were authorized by the congress initially as a way for higher paid folks to set aside extra retirement money, and then in the 80’s these plans were embraced by big business as a replacement for … Continue reading
Should I buy Facebook stock?
The most anticipated IPO of the decade is almost here! This IPO will make it young founders rich as well as 100’s of early employees. The majority of the stock will be sold to institutional investors leaving many retail investors … Continue reading
“Hey, my stock is up!”
I know that stock picking is exciting. I understand how good it feels to have bought a winner. I know that some investors have hit the jackpot and made a fortune, but I don’t believe that for most of you … Continue reading
Embrace change for financial success.
First, let me take this opportunity to wish everyone a happy holiday season. The end of the year is near and provides an opportunity to reflect upon the past and to plan for the future. Not since the Great Depression … Continue reading
A plan is your solution to market volatility and inefficiency
Is anyone else feeling a little woozy from the past couple of months’ market volatility? I know I am. Holding firm to the systems and strategies that I’ve created to benefit my clients can sometimes take a lot more energy … Continue reading
Political infighting wont hurt us, just make us crazy
Next week the House and Senate will vote to extend the debt ceiling limit. This is a decision that has been made in the past with little to no fanfare nearly 100 times, but this time it’s different. This time … Continue reading
Money lessons from the garden
I sit here in my office, awaiting the thunderstorm predicted. I can’t seem to remember the last time I experienced thunder and rain in late June. I also have difficulty remembering having such a hot and then cold month of … Continue reading
Digging deeper: Investment allocation and diversification.
Constructing a proper portfolio includes consideration of a host of variables including your timeline, objectives and risk tolerance. Many web sites, self help writers and online calculators support your attempts at constructing a portfolio with simplified strategies that strengthen the … Continue reading
Success through vision, commitment and planning
Financial planning when done correctly, articulates a vision for your financial life. Your commitment to that vision sustains you during the planning and ultimately the implementation phases. On May 25, 1961, President Kennedy asked Congress to support his vision of … Continue reading