Pulling Back the Curtain on Annuities
October 7, 2021
Have you ever wondered how annuities are created? Paul and his team pull back
Past Performance and the Delta Variant
July 29, 2021
The market dropped this week and speculation about the Delta variant played a role.
Trusting Big Investment Firms
July 9, 2021
Bigger is not always better in the investment world, but investors often feel that
What Is a Variable Annuity?
January 4, 2021
Insurance companies are getting smarter about what products they offer. Today, Paul talks about
The Myths of Investing (I): Past Performance
December 9, 2020
Why do investors get poor results? It’s almost always because people believe one of
A Case Where You Would Want to Keep Your Annuity
November 23, 2020
When you’re saving for your retirement years, you want to do the things that
Surrender Charges and Annuities
August 12, 2020
It can be costly to walk away from an annuity during the surrender period
Annuities
July 1, 2020
Much of the information about annuities found on the internet, in books, and on
How Expectations Affect Our Investment Success
December 17, 2019
Our expectations shape our actions as humans, and investing is no different. The problem
