It’s My Life

An interest rate anomaly threatens recession. Alarms sound because of tariffs and events reminiscent of the Cold War. Dark clouds clutter the horizon. Meanwhile, the mainstream media tell investors how to respond in uncertain times. Beware! Advice meant for the masses...

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Make The Call Investors can buy an insurance policy on their investments. The policy can guarantee* a certain interest rate. Or, it can guarantee no loss of principal. Interest and growth are typically tax-deferred. For investors who want to participate in the...

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Lazy Luck

Ryan Litfin & Dale Creed Francis Deliver Message on Lazy Luck Boomers in their 60s approaching retirement could not have timed it better. For most of the last 10 years or so, broadly allocated stock portfolios gained value with little investor effort. We call that...

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