When the promise of safety doesn’t match the reality of results. Today, many investors find themselves disappointed and in some cases betrayed, by what they once believed was the perfect solution: an annuity. This is far more common than most people realize. Years ago, guarantees, income riders, and downside protection sounded incredibly appealing, especially during…
And why independence matters more than ever. You trust your brokerage with your life savings. But are they telling you the whole story? After 40+ years in this industry, we’ve seen how the big firms operate from the inside. Here’s what they won’t put in the brochure. 1. They’re paid to gather assets, not manage…
As markets continue to grind higher, one thing most investors can agree on is that inflation remains out of balance and uncertainty is still abounds. Everyone seems to expect the Federal Reserve to begin cutting rates again soon, and fear of missing out (FOMO) appears to be driving much of today’s market action. Valuation Concerns…
In nearly four decades as a financial advisor, I’ve seen my fair share of investment trends come and go. One product that’s often pitched with glowing promises but frequently leaves clients disappointed is annuities. The concept is undeniably appealing with it’s guaranteed income, protection from market downturns, and peace of mind. But as the old…
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