How Do Annuities Really Work?
Weekly Update – 6/14/23 An annuity is an investment product that is designed to provide a guaranteed income stream for a predetermined period, often for the rest of one’s life. An annuity is typically purchased from an insurance company, and the purchaser makes...
Retirement Tips for the High Net-Worth Individual
Weekly Update – 5/31/23 Retirement is a major milestone in the life of every individual, and it is no different for high-net-worth individuals. If you’re one of these individuals, you may think that being comfortable means you can worry less about retirement planning....
Your Checklist for Portfolio Rebalancing
When it comes time to reassess the target allocation of your investment portfolio, you might be wondering where to even start. Follow these basic tips to guide you through the process. 1. What Does “Rebalancing” Mean? Based on your tolerance for risk, your...
Spring Cleaning for Your Financial Strategy
Weekly Update – 5/24/23 Come springtime, you might be thinking about doing some spring cleaning, whether it’s cleaning out your garage, throwing out old items, or rearranging your furniture. However, it’s important not to forget to do some spring cleaning on your...
3 Current Market Risks and a Takeaway for Your Retirement
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen changes in how the market behaves and may consider re-adjusting how we approach retirement strategizing. 1) Government Spending and Bailouts In recent...
What is a Rolling Recession?
Weekly Update – 5/17/23 You may have noticed that the economy after the pandemic has been volatile. And while there has been talk of a possible recession for a few years, we have yet to enter a traditional recession. A recession is defined as a consistent, widespread...