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Annuities are the Worst Investment
If you’re at least 55 years old, you’ve likely seen advertising for annuities. Annuities are a type of insurance that offer some type of guarantee
Client Focused Financial Interview
Common Financial Management Interview Questions If I were someone looking for a financial advisor, knowing everything I know about the industry, these are the main
Investing Vehicles to Create a Portfolio
In the world we live in today, there are more investing vehicles to create a portfolio than ever before. So let’s make sure you put
Why CDs are a Bad Investment
Certificate of Deposits (CDs) have traditionally been one of the most commonly used vehicles to save money. From the title, my position is clear that
Don’t Sell When Stocks Are High
Market movements are the results of investors voting with real money. There have been many all-time highs in the stock market since I started my
Roth IRA Conversion
There is often confusion when it comes to Roth IRA conversions. Here are some of the most common questions when it comes to Roth IRAs:
Invest in Pre-Tax or After-Tax 401(k)?
Retirement for most people is the biggest aspect in life that they invest towards. However, it is difficult to know whether you should invest in