Investment Strategies

Post Archive

Why You Should Build a Giving Portfolio – Today

This article was originally published on Forbes on January 26, 2018.   Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future projections of what we hope to accomplish through our decisions to buy and sell assets. Forward-thinking parents even make the time to sit down with…

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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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