In today’s uncertain financial landscape, we believe it is more important than ever to establish a well-maintained portfolio that can help you reach your financial goals. Your portfolio needs to not only meet your need for capital, but also provide you with financial peace of mind. While there’s no simple formula to help you figure out how your portfolio should be constructed, determining the right asset allocation should be the first step in the process. In order to properly ascertain your … [Read more...] about Creating a Balanced Portfolio: Are Your Assets Properly Allocated?
Ronald F. Stevenson & Barbara E. Clark o
Creating A Lifetime of Income
There are various retirement income pillars on which Americans rely. One such pillar is fixed indexed annuities,* also referred to as FIAs, which help create a retirement income that will last. These annuities are versatile financial tools that can provide you with the income and growth potential you need during retirement, without exposing you to undue risk. A fixed indexed annuity is an insurance contract linked to a common market index, such as the S&P 500.** If the index experiences a … [Read more...] about Creating A Lifetime of Income