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June 22, 2022

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I am continually mystified about how some professionals look at allocating retirement funds.  In 1994, a system was created that became the industry standard regarding how to blend bond and. . .

June 20, 2022

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“Just because annuities aren’t the best choice for some people doesn’t mean they aren’t good for anyone, no matter what those financial “gurus” on television say.-Steve Kerby I’m far from. . .

June 16, 2022

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When it comes to our investments, we all want to see them grow. But sometimes, the markets can be volatile, and we can be exposed to losses. While it’s normal. . .

June 15, 2022

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“The key to having great diversification in your portfolio lies in finding assets that are not closely correlated.  Could gold and other precious metals be one such non-correlated investment.”   Eric. . .

May 30, 2022

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Being Prepared is not just for the Boy Scouts. As an advisor, I occasionally have the unfortunate job of dealing with the passing of someone’s spouse, parent, or sibling. If. . .

May 13, 2022

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“One overlooked pitfall of retirement planning that can wreak havoc on your portfolio is “uncompensated risk.”-  Gary Stewart Even the least sophisticated investors accept that higher rewards aren’t possible unless. . .

May 12, 2022

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Finra and annuities. . .
May 9, 2022

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Consider guarantees, planning, and risk reduction strategies to create sustainable streams of retirement income.. . .

“Changing expectations of inflation may have your advisor recommending TIPS. But you should know they don’t work like conventional bonds and may carry more risk.”  Lyle Boss What exactly are. . .

May 4, 2022

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Once the financial marketplace began its shift in 2008, promises and contractual guarantees offered by variables annuities became a huge and monstrous potential liability for the industry. The liability was. . .

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