The Benefits and Risks of Income Investing
February 2, 2022
Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people
Insights
Why You Need an Evolving Financial Plan
December 8, 2021
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as
3 Tips for Evaluating Portfolio Performance
December 8, 2021
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments
Prepare for 2022 Tax Changes in 2021
November 2, 2021
With Washington debating tax changes, here are a few topics we are reviewing with our clients. There have been many different versions of the pending
When is the right time to bring the family into your financial picture?
October 13, 2021
The answer: it all depends on your situation. However, when you plan intentionally, you can approach your situation with peace. Financial professionals get this question
Evaluating Your Executive Stock Options
October 6, 2021
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of
How Diversifying Your Portfolio Can Mitigate Risk
October 5, 2021
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market
Rabbi Trusts Explained
October 4, 2021
Not just for rabbis, this trust punches above its weight to save small business owners money. Successful small business owners stand to enter the generational
Mega Backdoor Roth: What is it and why has this retirement strategy become so popular?
September 28, 2021
Congress is paying a lot of attention to the mega backdoor Roth, thrusting it into the limelight of the financial world. Would it be a
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Matthew Logan CFP®, AIF®
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Contact
- Fax: 336-540-8100
- 3824 North Elm Street Suite 101 Greensboro, NC 27455
- Series 7, Series 66, Series 24 Life and Health Insurance
