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Annuities

Annuities can be a confusing for the investor and there are lots of different types available and the features and crediting rates within the annuities change constantly. There is always lots of talk about annuities within the space of financial planning and lots of disagreement on how and when an annuity is worth it. In …

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Investing decisions

Moving to a sunny climate doesn’t mean you’ll get perfect weather all the time. Similarly, investing in stocks doesn’t guarantee you’ll make money every day. But over time, both sun and investing tend to pay off if location and setup is right So, if you’re patient and disciplined, investing is a great way to make …

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Diversification ?

2020 was a challenging year in many ways and as we are coming closer to the end of the year and as we are approaching the election, I wanted to reiterate why you are invested the way you are and how your portfolio is built to withstand volatility and tough economic times. Our investment philosophy, …

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