Citizens National Bank
Bluffton, OH:
How to Invest in the Greater Good
It’s easy to think of investments as existing in a vacuum. You contribute money, wait a certain amount of time and watch your portfolio grow. Where that money goes - and how it grows - are questions most people would…
Five Things You Should Know About RMDs
Once investors turn age 70½, they will need to take required minimum distributions (RMDs) from their retirement accounts, whether they need the money or not.
Why you need a sound investment plan
What separates the winners and losers when it comes to investing? Human behavior -- and a plan
3 lessons wealth management firms can learn from robo-advisors
In a world where anyone can open a micro-investing account from their phone in under five minutes, providing a seamless client experience is crucial.
The 3 investing questions retirees need to ask
All retired investors should ask themselves three questions to see if they are wasting precious retirement resources
These are the most important investing rules you should know
Keeping these investing rules in mind can help boost the performance of your portfolio.
Invest Less in Stocks Now and More Later?
This contrarian view on asset allocation may help decrease the likelihood of having to draw down your retirement portfolio during a bear market.
Introducing key women investors who are disrupting food and beverage
Investments are a numbers game, which men and women are equally capable of playing, an investor said.
3 things you should know about factor investing
With factor strategies gaining in popularity, our Global Head of Smart Beta Sara Shores breaks down some common misconceptions and shares what you need to know.
Smart Finance Ideas for Investing Your Tax Return
The Financial Milestones to Reach Before You Start Investing
It’s a myth that you have to be rich to invest. It helps, but you can actually start investing with very little money. That doesn’t mean you should, though. There are a few financial milestones you should hit before diving into it.
Should Value Investors Stay at Cheap Hotels? The Values of Value Investing
Is value investing simply about buying cheap stocks? A question from a reader prompts Vitaliy's discussion of how value investing evolved from its origins wi...
How I Found the Courage to Start Investing
If you’re not yet where you want to be financially, don’t feel bad. What’s important is that you begin doing what can lead you there. And then keep at it. Keep in mind that every little step you take brings you closer to how you want things in your life to be, including your finances.
How 27 Financial Experts Made Their First Investments
Ever wondered how successful investors got their start? We talked to 27 financial experts about how they started investing, what they did exactly, and whether or not they would do anything differently.
Easy Access to Financial Advice Requires Analytical Thinking
It’s up to each investor and retirement saver to separate fact from fiction and to overcome their own personal biases.
How to Start Investing in Your 20s
This post is by our regular contributor, Erin. How many of you are in your 20s (or later!) and have procrastinated on getting started with investing? *raises hand* We're told over and over again how important investing for the future is, how it's better if we start earlier, and yet, we take no action. That's probably because investing seems like this next-level 'adult' thing that's too overwhelming to deal with right now. Or maybe you're like me and weren't aware of how important…
How To Invest With a Robo-Advisor
A robo-advisor can help you automate the process of investing for retirement and other financial goals. The robo-advisor concept is simple, but for new investors the idea of letting a software algorithm choose your investments may seem somewhat unfamiliar. We’ll take a deep dive into the concept and
How One Group Of Owners Tokenized An Office For Greater Liquidity
Tokens created on Flote are backed by physical real estate and adhere to relevant financial regulations and qualified investor checks.
How Should Investors View Gold Now?
iDisclose is a new web-based, do-it-yourself, automated PPM generator that is much more than a mere template. iDisclose operates much as TurboTax does: The way you answer one question opens up a customized set of drill-down follow-up questions, so the entire document is granularly customized for each issuer. It works for a range of securities, including preferred and common stock as well as convertible debt.
Why There Could Be Greater Inclusion for FinTech with Help from the Blockchain
Emerging solutions are striving to find ways to combat disparaging financial management data.
