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,…
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…
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,…
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,…
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…
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…
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…
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…
