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…
This month, many of us are glued to our screens cheering on Team USA in the Summer Olympic Games. It’s an emotional roller coaster watching all the Olympians experience triumph and heartbreak. But while the world watches in awe at the seemingly superhuman achievements of these competitors, it’s important to remember that nobody suddenly wakes…
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,…
Even the headlines from half a world away can impact your bottom line. It’s best to pay attention – and find a financial advisor who’s reading the same news, too. From economic turmoil in Greece to military actions by Russia to the spreading of disease, world events can – and likely will – impact how…
