A Word from Jeff: Investing Choices

Investors building retirement portfolios have many choices. They can consider stocks and bonds, savings accounts, certificates of deposit, real estate investment trusts, an index fund, mutual funds, and many others as they look to build a diversified portfolio using asset allocation. Annuities, whole life, and other insurance company products can add to the mix.

Top Questions to Ask a Financial Advisor

questions to ask a financial advisor

Financial advice is one of the most confusing services consumers purchase. Sadly, it remains very difficult to tell the difference between highly trained, ethical and effective advisors, and charming salespeople who may or may not be able to effectively grow and protect your family’s wealth.

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