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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How Much Risk Can Your Portfolio Handle? It’s Likely More Than You Think

Logically, it would seem that a 40-year-old with more than two decades of income ahead of her before retirement would be open to taking more risks (with the potential for a greater reward) in her portfolio than a 60-year-old. With retirement knocking at her door, a 60-year-old would seemingly be more fearful for her investments,…

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