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Jul. 12, 2019

3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)

I’m not an envious guy by nature. However, I can count on one hand the times in my life that…

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Jul. 9, 2019

Trade Uncertainty and Expected Fed Rate Cuts Make for a Volatile Quarter

Historically typical volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy,…

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Jul. 3, 2019

What Is a Stretch IRA?

In our society legacies matter. When we look at people, we want to know what will be the lasting effect…

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Jul. 2, 2019

Investment Fees Explained

I love dogs. I love my dog. She's a three-year-old Bernese Mountain Dog named Ada and you would love her,…

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Jun. 13, 2019

Understanding Your Annuity Statement

Over the past several weeks, we’ve taken some time to look at deferred annuities. We’ve looked at what they are,…

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Jun. 5, 2019

Fiduciary vs. Suitability Standards: Which Drives Your Financial Advisor?

In December 2009, one of the top American pizza restaurant chains decided to hit the reset button by revamping their…

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May. 22, 2019

Are Annuities Meant for Income or Growth?

Over the past month, we have been looking at some of the basic principles of that often misunderstood investment vehicle…

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May. 15, 2019

What Are the Different Types of Annuities?

To oversimplify the investing world, one could say that there are two types of investments. One in which your values…

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May. 15, 2019

The Healthcare Hurdle: What You Need to Know If You Retire Before 65

On this new episode of the Retirement Solutions Show with the Oakmont Advisory Group, a new Retirement Mindset Study by…

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