“Some experts tout brokerage accounts as a more efficient retirement vehicle than annuities? Paul Hubbard III If you have a fixed annuity or are considering purchasing one, you probably know that these instruments have significant advantages for the safe money portion of your portfolio. However, many financial advisors steer their clients away from investigating fixed […]
“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align with your risk tolerance, your desire for liquidity and control, and your overall financial goals. That being the case, if you like the idea of […]
“Exchange-traded funds (ETFs) and mutual funds are similar in many ways. How can you know which one is best for achieving your financial goals?- Anthony de Santis As its’ name suggests, an exchange-traded fund, or ETF, is a bundle of securities traded on an exchange, similar to stocks. Investment groups create ETFs using stocks and […]
“Digital money is already here, and it’s prolific. According to the Harvard Business Review, over 97% of money currently in circulation results from online transactions.” Eric Coons You’ve probably noticed that cash transactions have become as rare as payphones these days (Wait! What’s a payphone?). In 2010, for instance, nearly half of all financial transactions […]
“Many feds participating in Federal Employees’ Life Insurance program (FEGLI) don’t realize they have other options.”- Joe Runza. If you are a government employee, you have probably heard about FEGLI or the Federal Employees’ Group Life Insurance program. Offered as a benefit to government workers, FEGLI is the largest life insurance program in the nation, […]
Banks CDs and Annuities have pros and cons. Here they are…
Thinking about investing in bonds? You need to learn about the bond callable feature first.
I often wonder to myself, “why more people are not securing their retirement with a guaranteed income?” All of the aspects for a happy retirement are there – guaranteed income, safety, security, no market risk, possible LTC benefits, and peace of mind. Take a look at this quote from the Financial Research Corporation: “Our […]
“A stock market index tracks the performance of a group of stocks or assets and gives investors a efficient way to gauge the overall health of the market.” – Anthony De Santis Some background on market indices Although you might think of stock market indices as products of the modern information age, they’ve been […]
Many high-net-worth individuals may find themselves entirely self-insured, with their assets kept in banks and multiple investments. However, economic issues exist, and they may result in a financial crisis for the investor/depositor. The last thing anyone wants is to run out of money, lose their assets and be incapable of securing their family’s legacy. […]
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