Indexed Annuities: A Competitive Alternative to Bonds
Since the development of Modern Portfolio Theory by Harry Markowitz in 1952, and later the 60/40 model portfolio (60% stocks/40% bonds), little has changed in the realm of portfolio risk management and diversification over the past 70 years. Add the fact that over the...
What a Fed Interest-Rate Pause Means for Your Money
With stocks back in a bull market and inflation cooled, the Fed is expected to pause on raising interest rates. But remember, borrowing costs remain high after a year of Fed rate increases made it more expensive to borrow money to buy a home or a car. More recently,...
Things To Consider When Leveraging Real Estate To Build Wealth
Leveraging Real Estate To Build Wealth: Investors are constantly bombarded with conflicting information on debt, in small soundbites without much additional context. If you scour the internet for influencers’ takes on debt, you’ll see two major schools of thought: 1....