Risk Management: Everything you need to know about Fixed Indexed Annuities. I’m Steve Shyman, at Wilsave, we are Specialists in Safer Money Strategies. Different retirement products and savings strategies seem to be everywhere we look these days, but there’s one retirement product that is making headlines. Let’s Understand annuities and the difference between a variable and fixed indexed annuity. [Read more…]
Risk Management: What is Brexit, how will it affect us, and what can we do about it? I’m Steve Shyman, at Wilsave, we are Specialists in Safer Money Strategies The world is a crazy place Recently Britain voted to break off and become independent from the European economy This move has been called “Brexit” which means a “British Exit” Let’s Understand how this might affect us in the U.S. [Read more…]
Fixed Indexed Annuities – Too Good to be True?
The Fixed Index Annuity is also referred to as an equity indexed annuity. It allows for the possibility for upside appreciation in the stock market, but protects against losing principal due to unexpected market changes. [Read more…]
Risk Management: What are the different Characteristics of Investments? Liquidity, Safety and Growth I’m Steve Shyman, at Wilsave, we are Specialists in Safer Money Strategies Different investments have different characteristics. Let’s Understand the different characteristics of different investments and learn how to blend our portfolios to reach the desired results. [Read more…]
From meeting with hundreds of people over the past decade that are retired or plan on retiring as much as 10-20 years in the future, we find that most people want to protect at least a portion of their portfolios. The overwhelming theme is that for that portion of their portfolios, they seek: [Read more…]