114. Annuities Vs. Bonds: What’s the Difference?
We are continuing our discussion this week on annuities and the value they have with a balanced portfolio. We’ll focus specifically on the differences between annuities and bonds with our special guest host, Joe Casey. An annuity is a contract with an insurance...
113. The Relationship Between Interest Rates and Annuities
We’ve been discussing the market and the volatility investors have been experiencing all year long. With this bear market many investors are wondering if they should move to cash because it’s safe. But, with 9.1% inflation rate we need to consider how to balance our...
112. Is the Stock Market Going to Recover in the Back Half of 2022?
The S&P just had its worst half since 1970. With these jarring numbers, every investor is wondering if the stock market is ready to recover in the back half of 2022? None of us can know exactly when the market will recover, but there are some signs we can explore...
111. How to Manage Investor Misperceptions and Behavior Biases
Many of us are desperate to get back to normalcy, especially because of what we’ve experienced over the past two years. But the market seems to keep reminding us that everything isn’t exactly normal and unfortunately, we’ve been in correction mode all year long. On...
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