by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
by Martin Murray | Mar 1, 2023 | Investing
I started out the day with a great plan – pull together a post about how the right annuity, designed with your specific needs in mind, can play an important role in protecting some portion of your irreplaceable wealth. Instead, I pulled a Sidney J. Harris (a columnist...
by Joe Lind | Feb 21, 2023 | Investing
Forty five percent of Americans with investable assets between $100,000 and $5,000,000 are Self Directed Investors (aka DIY investors) and their investment decisions are costing them 3-4% annually vs. the market. Since 1994, Dalbar Research has conducted their...