Every now and then something interesting shows up in the news that catches my eye. One of those things was a report, issued several weeks ago, released by the General Accountability Office. The GAO’s purpose is to report to Congress and the President on the financial condition and issues facing the country. The particular report […]
More than a few wealth management clients have asked questions about variable annuities, so I thought it would be good to post some information about them. 1. Today’s variable annuities are not your father’s annuities. Older types of annuities gave you a guaranteed income in exchange for a lump sum of money. You literally bought […]
Successful investing is largely about having a good plan and then giving the markets time to play out. Focus: Your investment plan will evolve from one of growing your asset base to one of producing income for you – income for life. Plan: This kind of reliable income stream is something you will need to […]