December 5, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for December 5, 2022 

This Weeks Podcast – Fixed Annuities – Best Rates in Over a Decade

Looking for a positive during this current negative high-interest rate market? How about looking into fixed index annuities? We’re experiencing the best interest rates environment that we have witnessed in the fixed annuities arena in over ten years.


This Weeks Blog –Fixed Annuities – Best Rates in Over a Decade

Interest rates are rising, and while this is a concern in many areas, it’s a major driver of fixed annuities. We’re in the best environment for fixed annuities in the past decade.

Anyone who is in retirement planning should consider the benefits of a fixed annuity. However, we do know that annuities may not be a tool that you prefer, and that’s 100% fine – they’re not for everyone.