The Real Truth About Fixed Index Annuities In A Bear Market

I think we can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done and what was the average return from the beginning of the stock market.  Well, let us investigate the truth, believe it will be a real eye-opener. We have had a bear [...]

The Misconception Of Annuity Liquidity And Income Riders

One of the biggest concerns my prospective clients have when researching annuities is accessibility.   As big as a myth that this is, the reality is, annuities have more liquidity features than any other considerable “safe” investments. The only investment with more liquidity in a “safe money” investment is cash just sitting in a bank [...]

By |2020-04-15T21:43:39+00:00August 7th, 2019|Annuities|

The Chicken, The Egg and Goldilocks

Who came first, the chicken or the egg?     Over the past few years, we’ve seen the ”chicken and egg” cycle continue in the national economy. The Federal Reserve pumps more money into the system and buys vast quantities of U.S. bonds and mortgage-backed securities. This is one reason the stock market took off [...]

By |2020-04-15T23:44:21+00:00July 16th, 2013|Annuities, Retirement Planning|