Archive for September 2019
What Type Of Annuity Typically Utilizes Mutual Funds?
A variable annuity typically utilizes mutual funds. An annuity pays income on a regular basis, usually monthly, to the holders. With a variable annuity, money is invested in subaccounts. Similar…Read More
How Are Most Stocks Bought And Sold?
Investment Portfolio Needs: Retirement Income- Look at purchasing investments that generate dividends or interest payments. Growth- Look at purchasing investments oriented towards appreciation in the price of the investment.Read More
Want to Retire Rich? Do These Three Things in Your Forties
Retiring rich is something we all dream of, but it requires dedication and planning to make this dream a reality. For many Generation X-ers, it’s a dream that could be beyond reach without intervention. A new study from the Transamerica Center for Retirement Studies showed that only 14 percent feel they will have saved up enough to live comfortably in retirement. This stunning statistic illustrates the importance of using your forties to examine your financial preparation for your retirement years.Read More
What Type Of Investment Has The Least Amount Of Risk
Every investment carries risk. The key is to understanding what risk the investments themselves carry and what risk you are comfortable with and is appropriate for your financial circumstances. I’ll…Read More
What Are Mutual Funds?
A pooled investment. There are dozens or hundreds of investments. Your money is invested in many different investments, but in one single purchase. Phantom Tax: If another investor decides to…Read More
Two Heads Are Better Than One
These days it seems like you can hop on YouTube and find a way to DIY pretty much anything, but when it comes to building your retirement nothing can replace the value of face-to-face, personalized advice. Having someone knowledgeable to guide you and hold you accountable, is an invaluable resource for building a stronger retirement.Read More
What Does ROI Stand For?
ROI : Return On Investment- In percentage terms it is the rate of return that an investment has historically given. Is the rate of return on investment consistent with the…Read More
Andersen Wins Coastal Style Magazine 2019 Best Of Awards
We are thrilled to announce that Coastal Style Magazine has named Andersen Wealth Management the Best Financial Investment Firm and Best Financial Advisor for 2019!Read More