
How do interest rate hikes affect income annuities?
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.
The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.