What the heck is an Annuity?

What the heck is an Annuity?

I get clients come in every week telling me, “I have an investment, but I don’t really know what it is. My advisor told me that it was a guarantee that I can’t outlive my money or something like a pension.” What they’re describing is an annuity, which is an insurance...
Investing 101 – Mutual Funds

Investing 101 – Mutual Funds

Happy March! In January, I started a “down and dirty” educational series on the basics of investing. In January we examined stocks and spent some time on bonds in the February issue. This month we’re ready to fit the pieces into place and talk about mutual funds which...
Investing 101 – Bonds

Investing 101 – Bonds

If you happened to pick up a January 2020 edition of Healthy Cells, you’ll remember that I started a series on the basics of finance by addressing all you ever wanted to know about stocks. Again, if you have a business degree, this article is not for you. But if you...