Media Coverage

As experienced specialists in the field of financial planning, we are often invited to contribute our expertise to national and local media outlets. Here is a sampling of our recent appearances.

Focusing Too Much on a Bull Market Could Lead You Astray

When a bull market is driven by only a handful of stocks, not all investors will benefit from the gains. What should you look at instead?

Rising Interest Rates, Falling Bonds and a Possible Way Forward

Bonds aren’t offering the stability they used to, so if you’re looking for an alternative, here’s one possibility to consider.

Does a 40% Bond Allocation Make Sense in Today’s Portfolios?

For many investors, the short answer is no. Here’s why, and what you might consider instead.

6 Things to Think About When You Get a Pension Payout Offer

Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.

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Feds Propose Greater Consumer Protections Regulations on Behalf of Retirees

Fiduciary duty is a hot topic in the retirement planning world today. CNN covered Kurt Fillmore's recent trip to Washington D.C. to meet with members of Congress to discuss this critical topic.

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Does It Make Sense to Buy a Second Home?

Real estate may be a smart "retirement career" for some, but it's certainly not for everyone. Kurt Fillmore from Wealth Trac Financial shares his insights on the importance of having a stable, solid retirement income plan that is not overly reliant on the real estate market.

Why You Should Invest in Dividend Stocks. Plus, what to look for when you do.

In this useful and informative article, Kurt Fillmore discusses how to reap the benefits of dividend-paying stocks, while also providing words of wisdom on how to pick the good ones from the bad.

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MainStreet.com: 4 Ways to Do a Slow Retirement, and Why You'll Probably Want To

Kurt Fillmore, President of Wealth Trac Financial, contributes to a discussion about why many of today's seniors prefer easing into retirement slowly.

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Detroit Five Star Wealth Manager Award

Kurt Fillmore of Wealth Trac Financial is recognized by HOUR Magazine as a Five Star Wealth Management Advisor.

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Oakland Press: What Not to Do When You Receive an Inheritance

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Mainstreet.com: What Not to Do When You Receive an Inheritance

Wealth Trac's Kurt Fillmore shares insight into how one should handle this situation. If handled properly, a sudden inheritance can lead to a lifetime of financial security.

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7 Things to Know about Low Interest Rates

Kurt Fillmore, President of Wealth Trac Financial Group, discusses the effects of a low-interest rate environment on savings.

How Investors Can Get Out of a Low-Return Rut

A traditional stock-bond portfolio just might not hack it in the next few years, so retirement savers need to consider some outside-the-box investment strategies.

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Social Security Planning Advice—When Retirements Are Staggered

Wealth Trac Financial’s Kurt Fillmore shares strategies for maximizing Social Security benefits for couples with staggered retirements. Certain tactics can ensure families make the most of their Social Security income.

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Yahoo! Finance: It's OK to let your financial advisor be your therapist.

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Dallas Morning News: It's OK to let your financial advisor be your therapist.

Financial advisors can help families work through difficult discussions about finances to find true common ground. Kurt Fillmore of Wealth Trac Financial Group knows that building a retirement plan is all about asking the right questions and – most importantly – listening.

Investors: How to Protect Yourself from Adviser Conflicts of Interest

As a regular contributor to Kiplinger, Kurt Fillmore reflects on his personal experience working for a large Wall Street firm, and the fiduciary differences between being an independent advisor versus the typical financial advising model seen at large institutions.

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Good Sign for Home Prices? More Consumers Paying Mortgage Debt

Kurt Fillmore, President of Wealth Trac Financial, shares his Southeast Michigan perspective on a consumer financial trend: In a significant shift, households are now prioritizing mortgage payments over credit card debt. From his perspective, it’s good news for the housing market and the economy.

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What Comes Around: What the investment lessons of 2008-2009 can teach us about our strategies today

Kurt Fillmore, President of Wealth Trac Financial, discusses what the lessons of 2008-2009 can teach us about our investment strategies today.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as financial, tax or investment advice. Please consult a qualified professional for specific information regarding your induvial situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance, or annuity product.

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