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Looking for the bottom line.  Tired of complicated investment jargon.  Our blog focuses on real life experiences and concepts that aren't so confusing.  Our goal is to help educate you on the investment world.  So keep checking in. We’re glad to have you reading along.

 

Tuesday, January 31, 2023

There are many benefits to moving your money out of TSP, when eligible.  I have highlighted some of those benefits below.  Those closest to retirement have the most to gain by looking outside of their TSP.#1 Flexibility...

 

Tuesday, January 10, 2023

The opportunity inside Fixed Indexed Annuities (FIAs) has not been this attractive in well over 10 years.  We may currently be in the best FIA market since the insurance product was first created.FIAs are not new.  They were...

 

Tuesday, November 1, 2022

After the market high in October of 2007, it took the SP500 5 years and 5 months to recover.  It hit 1,527 in October of 2007 and did not hit that number again until March of 2013.Imagine if you were about to retire in the fall of...

 

Wednesday, July 20, 2022

Annuities are by far the most confusing investment vehicle.  This is mostly because there is so much misinformation out there.  Mostly because Annuities generate the salesperson commission when they are sold and therefore...

 

Wednesday, September 16, 2020

Why Pay For a Financial Advisor? Why should I pay for a Financial Advisor? Some of you may be asking yourselves that right now. Let me start off by telling you who should not pay for a Financial Advisor. If you possess some of the...

 

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Wednesday, April 1, 2020

It is ironic that my first blog is written during a time of financial crisis in the stock market and economy. A time when the market has recently gone down 30% in thirty days. Times like these are why I am Financial Adviser. I became a...