Risk Management for your Stock Portfolio, Understanding the need to change the way you think about investing and why

 

I’m Steve Shyman, at Wilsave, we are Specialists in Safer Money Strategies. We feel that the conventional wisdom on how you should best invest and think about investing is old and outdated. This quick video is about Understanding the need to change the way we think about investing and why. We will talk about Risk Management. [Read more…]

Understanding the difference between Fixed Indexed and Variable Annuities

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…]

Understanding Brexit

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…]

What All Clients Seem to Want

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…]