"Boy, I sure got rich buying that annuity!" "I can't wait until the new annuities come out!" Said no one ever. After all, annuities are sold. They're not something savvy investors seek out or talk about. For most of my career, I've hated annuities. My primary...
Thinking about retirement? Here are 7 tax items to consider... Many people envision a retirement that's more carefree than their current circumstances. That vision is more likely to come true when retirees are careful about tax implications. Questions about taxes and...
Vivian Brownlee was a widow who inherited stock from her husband. He was an astute investor who had the wherewithal to invest in a little company out of Omaha that owned a textile mill. The investment was pretty humdrum, at least on paper. Who wants to own a textile...
Are you in the market for a financial advisor? You’ve come to the right place! It can be hard to find a committed advisor to help you plan wisely. When it comes to wealth management, investments, and retirement planning, it seems like there’s always another financial...
Most investors are familiar with the term "mutual funds." If you've invested for any length of time I'm sure you've owned some. Major broker dealers, and all my competitors in our area, use them almost exclusively. But the problem is the "mutual fund" is totally...
Leaving your 401(k) with your old employer may seem like the easiest option, but the easiest option is rarely the best thing to do. Many employees don’t understand that they have other options available to them through a financial advisor who is a fiduciary. By...