Stock Market Storm Trackers Have Their Eyes on the Skies on stuartplanning.com

The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare. Plotting the course of the stock market can help us mitigate risk, much like plotting a hurricane’s trajectory. Tornadoes are smaller than hurricanes. They strike hard and largely unexpectedly.…

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Explaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research on stuartplanning.com

The pros and cons of diversifying your asset portfolio with a Fixed Index Annuity (FIA) There are many ways to preserve or grow your wealth at retirement. But before investing, you want to be sure that you understand each option and the risks involved. It’s especially important to understand the contract with your insurance provider…

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By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planning Professional and President of Stuart Estate Planning Wealth Advisors The trusted handshake concept is set to tighten up under a new SEC rule The role of a broker-dealer is to offer secure financial advice and investment opportunities to clients. Both aspects of the job require different…

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Why Many Retirees Should Stay Away from Variable Annuities on stuartplanning.com

Some mistakenly believe that variable annuities are an always attractive investment option because they provide guaranteed income for life The promise of retiring while still receiving a paycheck is an exciting prospect. But while it is true that variable annuities can provide income, they may not be a suitable investment for retirees. It can be…

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Hi, like many of our clients we are charitably inclined… I believe it’s important to give back to those less fortunate than ourselves.   So we have created an auction dinner package to donate to any upcoming charity events that you may know of for them to help raise money for their charity.   It includes…

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