Trading in an old life insurance policy or annuity for a newer one can make sense in many cases. Here are a few things to consider. #annuity #insurance
The lag effect of changes to the money supply and higher interest rates, indicators are pretty clear recession risk is very probable in 2023. #recession
Word-of-mouth marketing is still where it's at in financial services when it comes to prospecting and converting those prospects into clients #advisors
World of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations
In recent years, real estate sub-groups such as data centers, industrial and other tech-related groups gained more prominence in the sector. #realestate
There are a few key metrics and indicators that you can use to help determine whether a stock is overpriced and potentially a risky investment. #stocks
Investors are increasingly looking to do good with their investments, which has led to money flocking into responsible investment RI funds in recent years.