6 reasons why variable annuities are a bad investment for almost anyone
What’s a variable annuity? If you’re unfamiliar with annuities — you give an insurance company your money and in return they pay you an income stream, usually for the rest…
SP 500 vs Recession Trends.
Much of the talk in financial media over the past year has market experts and economists predicting whether or not the U.S., and the world, is headed toward a recession.…
How can you reduce risk in this volatile market?
It’s no secret that the last few weeks have been like a roller-coaster for the stock market. In fact, 8 of the last 13 trading days for the S&P 500…
A look at the last 20 years
The S&P 500 closed above 3,000 for the first time ever on Friday, July 12th. On this same date 20 years ago, the S&P closed at 1,399 while the world…
Let’s Talk Taxes!
There is only one reason why anyone invests their savings, to earn a return on that invested capital. However not all gains are created equal; in fact, two separate investments,…
There Is No “Magic Bullet”
A new craze is sweeping across the U.S. following the introduction of new plant-based burgers from both Beyond Meat and Impossible Foods. This has led to widespread fanfare for meatless…
Now that you have changed jobs, what do you do with your old 401(k)?
Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run. When you…
The Six Principles for Long Term Investing
The Six Principles for Long Term Investing The stock market is filled with uncertainty and people questioning how long this economic expansion is going to continue. The reality is that…
The Do’s and Don’ts of Investing
What makes a successful investor? The advisors at our firm decided to sit down and write out five things that investors should or should not do to be successful.…
Everyone has a plan until they get punched in the mouth
“Everyone has a plan until they get punched in the mouth.” This is a well-known quote by Mike Tyson, who at the time was speaking with reporters that had asked…
