BIONDO Perspectives

Education Funding Plans

By The Biondo Team

However, as with other types of financial planning, bear in mind that your child’s college funding plan requires a disciplined approach that emphasizes consistency with your overall goals and objectives. Here is where planning comes in: Work with a financial advisor to establish a goal and determine how much you need to (and can) save […]

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Photo of a family discussing Riskalyze.

Welcome to Riskalyze

By The Biondo Team

As part of our on-going commitment to bring new resources to our clients, we would like to formally announce we have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips our Wealth Advisors to then build an investment portfolio to match your Risk Number and chart a […]

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Photo to illustrate WealthMap.

Welcome to WealthMap

By The Biondo Team

We often hear from clients and prospective clients, “How am I doing?” WealthMap lets us collaborate with you in real time, and take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals for yourself and your family. We are here to be your […]

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Key Takeaways of Creating a Financial Plan

By The Biondo Team

Knowing how to invest to meet your objectives takes proper research, planning, and time. Your wealth advisor can add value when markets are up and protection in times of volatility – by making a plan that takes into account both your long- and short-term goals. A one-on-one relationship with an advisor is not just about […]

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