Investments

Many people are drawn to variable and index annuities by promises of guaranteed income and market-linked returns, but the reality is often far more complicated—and costly.

How much do you know about historical stock market returns? Here are some of the most powerful visuals for investors to understand.

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Do women really make better investors than men? Yes, they do, and here is how they do it.

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Would you like to be a millionaire? Here’s how to get there.

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“How is your investment performance?” Such a simple question and the answer can uncover problems or create problems. Maybe the follow-up question is the most important.

If you are ever tempted to attend a “free dinner” retirement presentation, we would like to save you the time, stress, and potential financial damage.

Active Versus Passive Management Info graphic Grand Cap

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Spreading your assets around (a.k.a. diversification) is one of the bedrock principles of portfolio construction. Keep the three levels of diversification in mind while building your portfolio.

Market timing is an investment strategy that has proven over time to be a failure. It requires the investor to know when to sell and also when to get back into the market.

Risk can be a scary-sounding word. Some people like to take risks in life while others try hard to avoid them. It is the same when it comes to investing.

Does your investment portfolio look like a kitchen junk drawer? Surely there’s something useful in there, but just opening the drawer causes stress. Does your portfolio feel the same?

It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

Hot stock tips and investment fads have been around for a long time and will be around for as long as people are driven by greed and the dream of easy money. How to identify these fads and ignore them is a key part of a good long-term investment program.

The evidence is so clear that the debate between active and passive management is over - passive is the clear winner!