Investment and Wealth Management

Should Annuities Play a Role in Your Portfolio?

If you’ve been around the investment world for long, you’ve undoubtedly heard the case for annuities.  Billions of dollars are invested in them each year*, but we’ve found that despite their popularity, annuities are seldom fully understood. That’s likely because of the nature of the product.  Part-investment and part-insurance contract, these products were created to…

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