Articles - Annuity.com

Balanced Investment Strategy Guide

November 19, 2018/in Investing/by Bill Broich

Balance your investments to maintain stability Building a well balanced and diversified portfolio is a solid approach and plan for the conservative investor. There is an old saying about investing: “Bears make money, Bulls make money, but hogs get slaughtered.” Choosing to invest with a balanced plan allows for the opportunity to weather huge increases […]

Is There An Ideal Age To Purchase An Annuity?

November 13, 2018/in Annuities/by Eric Hutter

Modern annuities originally had a singular purpose: converting lump sums of money into income streams that would either last for a lifetime or some predetermined period. They were designed with retirees in mind, particularly those who needed a dependable income source to augment Social Security or other capital such as pensions or 401 (K) plans. […]

When Should I Take A Profit?

November 5, 2018/in Annuities/by Robert Kelly

To Take Profit or Not to Take Profit?: That is the Question. With all the volatility that we see in the market these days, it is incredibly stressful trying to decide what to do next if you have money in the market. Is this just a temporary correction in the market that I can wait […]

Five Reasons Women Should Consider Annuities For Retirement

November 2, 2018/in Annuities, Retirement Planning/by Lisa Cassidy

5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan to take what you’ve so diligently saved and turn it into a lifetime stream of dependable, predictable, tax-advantaged income?” If you’re like many of us, […]

The Myth And Realities Of Your Average Rate Of Return

October 29, 2018/in Investing, Retirement Planning/by Library of Financial Articles

This is the single most factor that everybody gages their investment decision “What is the rate of return?” and it depends on who you ask. If you ask an investment broker, he is going to tell you the average rate of return on XYZ mutual fund is 6%. But what you want to know is […]

Trick Or Treat Is The Market On Wobbly Legs

October 29, 2018/in Annuities/by Library of Financial Articles

October has always been a devilish month for Wall Street. Black Tuesday was October 29, 1929. Black Monday was October 19, 1987. And the crash of 2008 happened on October’s doorstep on September 29, 2008, when the Dow dropped over 777 points. On October 10 of this year, the Dow fell 832 points – the […]

man stressing over plummeting oil stocks

Four Realities Of The Stock Market And Your Retirement

October 25, 2018/in Annuities, Retirement Planning/by Jim Junge

The stock market is in a state of volatility. Up one day, down the next. People who are depending on stock market returns have been faced with uncertain volatility which can cause stress and concern. Here are four points to consider. 1. The market will crash. Maybe today is the beginning of the “correction” that […]

Is Holding Out For Higher Interest Rates In Your Best Interest?

October 17, 2018/in Retirement Planning/by Library of Financial Articles

I had a conversation with a client the other day, we had been discussing a particular fixed indexed annuity, and his concerns were that he wanted to wait to see how far interest rates would rise before putting his money in an annuity. I told him that might seem like a sensible decision, but nobody […]

The Rollercoaster Market And Why My Clients Are Laughing

October 16, 2018/in Annuities, Retirement Planning/by Casey Marx

U.S. stocks closed sharply lower Wednesday as the Dow Jones Industrial Average sank more than 800 points and the Standard & Poor’s Stock Index 500 had its worst day since February as technology stocks went into a freefall. Investors spooked by rising bond yields dumped equities in all sectors, triggering a wide-ranging sell-off and a […]

7 Ways To Finance A Start-Up

October 4, 2018/in Investing, Retirement Planning/by Bill Broich

Obtaining financing for your new business will undoubtedly be one of the most frustrating things you will ever have to do. While all you see is unlimited potential for your business, all others seem to see is risk. In fact, 9 out of 10 business ideas never even see the light of day because of […]