Annuity Moving Parts Explained
FINRA® Letter What is an equity-indexed annuity? While technically classified as a fixed annuity, an equity-indexed annuity (EIA), also referred…
COVID 19
Since the turn of the millennium, the market's negative response to health crises has been relatively short-lived. As this table…
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What is a Bear Market?
If you're reconsidering your current investment strategy, a volatile market is probably the worst time to turn your portfolio inside…
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You are going to retire when?
Just how wealthy are you? You'll want to figure that out before you make any major life decisions. Your first…
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Portfolio Performance
Assessing Portfolio Performance: Choose Your Benchmarks Wisely You can’t help but hear about the frequent ups and downs of the…
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Five Steps to Tame Financial Stress Do you sometimes lie awake at night thinking about bills that need to be…
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Indexed Annuities
If you want to limit potential losses while participating in the potentially attractive returns of a market-driven investment but would…
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Getting Help from a Financial Professional
Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re…
Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether…
Paying the Bills: Potential Sources of Retirement Income
Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in…
How can I gauge my risk tolerance?
Answer: Risk tolerance is an investment term that refers to your ability to endure market volatility. All investments come with…
Risk Tolerance Worksheet
The following worksheet may help you assess your ability to take on investment risk in pursuit of long-term goals. Answer…