November 11, 2024 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 November 11, 2024

Annuities in Retirement as an Asset Class

Radon Stancil and Murs Tariq discuss the often-overlooked potential of annuities as a vital component of retirement portfolios.  With fluctuating interest rates and persistent market volatility, it’s essential to consider alternatives like fixed index annuities to help manage stock market risk and secure retirement income.  

Annuities in Retirement as an Asset Class

Retirement planning is an intricate process that often revolves around balancing growth and stability. Many retirees face a challenging question: how do you achieve steady income and maintain peace of mind without overexposing yourself to the volatility of the stock market? Traditionally, the 60/40 portfolio (60% equities and 40% bonds) has served as a popular solution, offering both growth potential and a measure of risk management. However, the financial landscape is changing. ….