Tag: fixedindexannuities

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Should I Sell?

I was just on a phone call this week reviewing a client’s...

Should I Sell?

I was just on a phone call this week reviewing a client’s...

Beware of Bonds

There are different methods to invest using bonds, and many think this...

Beware of Bonds

There are different methods to invest using bonds, and many think this...

The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing – Bond Funds and Diversification

The Secrets of Investing – Bond Funds and Diversification Are Bond Funds...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Secrets of Investing (Part 1)

he Good and the Bad of Mutual Funds Michelle Bertram: Today we’re...

The Election and The Market

Let’s talk about the election and the market. As you know, the...

The Election and The Market

Let’s talk about the election and the market. As you know, the...

How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

How Is The Election Going To Affect The Market?

How Is The Election Going To Affect The Market? Michelle Bertram: “How...

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

What Is An Annuity?

Annuity. When I say that word some of you have a reaction....

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

The Convervative 60/40 Portfolio Split is Dead!

The Convervative 60/40 Portfolio Split is Dead! Power Hour Summary Wins of...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

June Power Hour – Men and Money

June Power Hour – Men and Money https://youtu.be/Drj2vBeMOug June...

Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

Investment Vehicles – What Is Yellow Money?

Investment Vehicles – What Is Yellow Money? For the Video version of...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

Do I Need An Advisor?

Maybe you have handled all your finances up until now. You saved...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

New Opportunity for Lazy Money

New Opportunity for Lazy Money Hello everyone, this is a different type...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Securing Retirement: Part 2

Risks and How To Protect Your Money & Retirement Income – Part...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Risks and How To Protect Your Money & Retirement Income

Risks and How To Protect Your Money & Retirement Income: October is...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Does Indexing Work?

Does Indexing Work? Using an indexing strategy the right way is similar...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...

Is Life Insurance Expensive?

In honor of National Life Insurance Awareness Month, I want to spend...