Let me just say that all of America knows where to find Safety—CD’s, money markets, and treasury bonds. All of America knows where to find an opportunity—the stock market. However, many do not know where to find safety, an opportunity for growth, liquidity, and income on the same dollar, at the same time, with no [...]
"Index investing" is a passive investment strategy used by some investors in an attempt to generate returns comparable to a broad market index. Proponents of index investing believe that it's impossible to beat the market once you take fees and taxes into account. Many people involved in index investing find index funds to be more [...]
How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even on every losing hand. You would line up for that table, wouldn’t you? That is precisely what we offer with Fixed Index Annuities. Tax deferral [...]
Fixed Indexed Annuities Stay Focused On The Ball While Riding The Market Roller Coaster During These Uncertain Times Our year 2020 is turning out to be a real Doozy (nail biter) due to the Covid-19 virus and this historic election year as our economy is reopening and then is slowed or stalled and pushed forward [...]
Our economy is picking up steam and moving forward after the Covid-19 pandemic shutdown our country has been enduring. The economy is showing it is resistant and is very strong and moving forward. There will no doubt be surprises and some resistance, but given the business comeback we are seeing, the market in my view [...]
How much longer is the pandemic going to last? TV anchors and various media pundits have all been giving their opinions and asking whomever they could when will the Coronavirus pandemic be over. When will their lives return to normalcy and when will the stock market finally bottom? And even suggesting financial questions to [...]
Over my last 18 years of placing nearly $170 million of Fixed & Fixed Indexed Annuities in force for my client base. I often have had to overcome a stigma they have been subjected to, better known “analysis paralysis.” Frequently, I’ve been the third of fourth person or option who’ve they’ve meet with while exploring [...]
Leading Economic Indicators On March 19th, The Conference Board released its report showing the Leading Economic Index (LEI) for the U.S. up 0.1% as of February to 112.1 (2016 = 100). Following a 0.7 % increase in January, and a 0.3 percent decline in December. The Conference Board report shows the U.S. LEI rose just [...]
Being on Wall Street means being in The Old Boy's Club I have always wondered what it might be like to be an insider at Wall Street, to be able to know secrets before others, to have a head start in trends and events. I am not talking about "insider" information. I am speaking about [...]
Use Legacy Arbitrage to extend benefits to heirs Definition of 'Arbitrage' from Investopedia "The simultaneous purchase and sale of an asset to profit from a difference in the price. It is a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms. Arbitrage exists as [...]
