At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table.
Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.
After the year we had in 2020, a lot of people want to know which direction we’re headed this year. While we don’t have a crystal ball, we do have some opinions on the strength of the economy and the sectors that enjoy a return to normal in 2021. Join us for this episode and get Chris’ financial outlook.
No one knows exactly what the market holds but you don't need a crystal ball to have a successful investment plan. Chris will explain how standard deviation applies to this planning process and can give you confidence in the outcome.