Can we agree that investors should diversify their portfolios across asset classes? […]
Sequence of Returns: A Closer Look
We are all familiar with the concept of ‘sequence of returns’ risk: […]
Positioning Annuities in the Midst of a Volatile Stock Market
These past few months in the markets have been a roller-coaster ride, […]
Hit the Nail on the Hedge
In previous blogs, I’ve talked about the power of not losing money […]
The Retirement Monster Your Clients Don’t See Coming
As Halloween fast approaches, I think about the scary movies that creep […]
Helping Our Clients Build A Stable Bridge To Retirement
By Shawn Moran Annuities are tools. I have often said that we […]
Let’s talk about tax, baby
Ben Franklin once said, “…in this world, nothing is certain but death […]
How Much is that Annuity in the Window?
I’m sure you have seen all the promotional emails lately about products […]
Time in vs. Timing
Update (8/22/18): It has now been 3,453 days since the S&P 500 […]
Update: Bonds vs. FIA’s
Recently, I wrote a blog post about bonds and other vehicles vs. […]
Ugh….Millennials
As I near my 35th birthday, I reflect on the years that […]
Bonds vs. FIA’s
I remember my first bond. And no, I’m not talking about a […]