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About | Contact | Glossary | Code of Ethics | Terms of Use | Privacy Policy | Website Accessibility
Trick Or Treat Is The Market On Wobbly Legs
/in Annuities/by Library of Financial ArticlesOctober 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 […]
Four Realities Of The Stock Market And Your Retirement
/in Annuities, Retirement Planning/by Jim JungeThe 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?
/in Retirement Planning/by Library of Financial ArticlesI 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
/in Annuities, Retirement Planning/by Casey MarxU.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
/in Investing, Retirement Planning/by Bill BroichObtaining 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 […]
Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?
/in Annuities/by Library of Financial ArticlesThe US stock market has become the most extended bull market in history (as of August 22nd, 2018), its now in its tenth year and the youngest baby boomers are turning 55. Yes, the youngest boomers are at midlife, while the oldest is turning 72 this year, have been getting used to taking their Required […]
Stress Free Retirement With Annuities
/in Annuities, Retirement Planning/by H. Ray WalkerWhile saving for the eventual day that you no longer have to rise early, get dressed and commute or drive to your place of employment, you hoped you could accumulate as much as possible without losing any of your hard-earned money. But that did not always happen. Your 401k, IRA or another tax-deferred account would […]
A Message To Your Current Broker
/in Investing/by Casey MarxFrom the President of Crown Haven Wealth Advisors, Casey Marx Hello Mr/Mrs. John or Jane Q risk advisor, I’m speaking to you- Because: Your clients are talking to me. They are talking to me because I provide them with something that you can’t. I provide them guarantees that they will never lose another penny due […]
Can You Pass The Retirement Lie Detector?
/in Annuities/by Jim JungeWhat if the solution to your retirement income is the thing you don’t know about or WANT to know? How many of these features would you like for your retirement? • A reasonable rate of return. • Participate in market gains without exposure to market losses. • Guarantees that you will never lose a penny. […]
Don’t Borrow Your Way To Retirement
/in Retirement Planning/by Library of Financial Articles“Life insurance is the only tool that costs pennies and guarantees dollars,” said the legendary industry salesman Ben Feldman. This powerful leveraging factor along with permanent life insurance’s ability to allow someone to accumulate funds tax-free are two reasons why properly structured insurance can be a powerful financial planning tool. Cash value inside a permanent […]