The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...READ MORE
What you need to know about annuities
by Jon Sevenker | Jul 16, 2019 | Annuities & Insurance, Financial Planning, P&A Articles
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...READ MORE
SIPC or ROTFL, which is your favorite acronym?
by Trey Pittenger | Aug 15, 2018 | Financial Planning, P&A Articles
We live in a world of acronyms. TBA, IDK, BTW and my personal favorite ROTFL. You might have to Google that one. In the world of investing,...READ MORE