Investment Strategies

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]

When we think of frugal living and living within our means, we often think about doing more things on our own. Whether it’s building our own shelves or changing the oil in the car, it’s easy to think about ways to save some money by putting in some effort. I even asked my wife to […]

What a roller coaster of a year 2020 has been. It’s usually a mistake to believe that “this time is different,” whenever a crisis happens. However, this year is one that seriously challenges the accepted truth. Between an unprecedented pandemic and lock down, an election with major consequences, and an uncertain road to both Covid-19 […]

Annuities are getting a lot of attention these days. As more people become responsible for their own retirement savings, banks and insurance companies are marketing annuities an attractive option. They are a private sector pension that provides a guaranteed retirement income if you don’t have a traditional pension plan. An annuity is basically a fixed […]