Investment Strategies

Post Archive

Variable Annuities: How to Get Out of a Bad Annuity

In my recent article, I discussed some of the common drawbacks of variable annuities.  The hefty fees, misleading guarantees, and tax treatment can put investors in an uncomfortable spot. But what do you do if you own a variable annuity and have buyer’s remorse?  There are a few options to get out of a bad…

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Variable Annuities: 3 Reasons Your Annuity Is A Bad Deal

Variable annuities are one financial product we rarely see clients purchase on their own.  The initial purchase is almost always done at the urging of a broker who earned a commission on the sale, with promises of guaranteed returns and protection from market risk.  Unfortunately, those returns and protection may end up benefiting the insurer…

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Five Of The Biggest Investment Mistakes To Avoid

Lindsay Garland, CIMA®, CES™ is a regular contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making good decisions. Even if you aren’t sure where you’re going, your gut can provide valuable reassurance. But when it comes to investing, the best behavior…

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How the value of the dollar impacts investment portfolios

This is one post in a series based on our “Quarterly Questions & Answers.” Each post covers one of the important topics we discuss with our wealth management clients.  Today’s topic is: The dollar seems to drive so much, from the stock market to interest rates and oil prices. How am I exposed in my portfolio? The dollar has…

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