There Is A New Sheriff In Town

There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned about their financial future than since the Great Depression. The question is where and how do Americans save, and how are their savings affected by [...]

By |2021-04-13T14:23:22+00:00April 13th, 2021|Annuities, Bonds, Retirement Planning, Uncategorized|

Old News And New News Are Still The Same News

It may be "old" news (anything older than 30 days is old news), but the recent Wells Fargo scandal highlights the need for more Wall Street scrutiny. Wells Fargo, one of the oldest, most respected names in the brokerage business got its hand caught in the cookie jar. Over 5000 advisors nationwide involved in fraudulent practices...a $185 [...]

By |2020-04-17T23:12:05+00:00February 27th, 2017|Financial Planning|