Do You Know the Two Most Important Assumptions in Your Retirement Plan?
At the heart of every retirement plan are two core assumptions that drive everything—from your projected net worth to your ability to retire when you want.
Roy Williams' (Unintentional) Investment Wisdom
Much of Roy's homespun wisdom can help make you a better investor.
Are Fixed Index Annuities a Gold Mine or Landmine?
Everyone dreams of a safe, reliable retirement—and Fixed Index Annuities (FIAs) often get pitched as the perfect solution: “guaranteed income,” “no market losses,” “steady returns.” But before you hand over your hard-earned dollars, let’s unpack what FIAs really are—and what they’re not.
What You Should Know Before Taking an "In-Service" Distribution from Your 401(k)
If a financial advisor recommends you do an in-service distribution it may be in THEIR best interest but not YOURS.
Index Annuity "Advisors" Lose Cutter SEC Case, Raising Alarm About "Fiduciary" Advisors Selling Fixed Index Annuities
A recent SEC case against Cutter Financial Group highlights an alarming truth: many investors still don’t understand how an advisor who claims to be a fiduciary can sell annuities and not be held to the best interest standard. The consequences of not understanding this can be costly!
Are Index Investors Overlooking Liquidity Risks?
Could index funds be forced to sell certain stocks because they've become too big?