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Sep 23, 2020

Practical Planning segment: What is an Annuity? An annuity is a contract between you and an insurance company in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or at some point in the future.

 

I believe annuities are the most...


Sep 16, 2020

Are you an experienced investor? What does that even mean? Does experience mean that you have been through many ups and downs of the markets and you have learned a few things from all your years of investing?

 

Well, from my real-life experience working with hundreds of investors over my career, even the most...


Sep 16, 2020

Occasionally I get a question asking me what is better: Dollar Cost averaging or lump sum investing?

Maybe you just got a big bonus at work, or maybe you recently received an inheritance and are wondering what to do with it.  When you start to think about investing it you might wonder:

Is it better to buy a little at a...