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Articles on Wealth Management Topics

Do Annuities Have a Role to Play in Your Retirement Portfolio?

If there's one investment vehicle that causes more controversy than any other, it has to be the annuity. Opinions among financial professionals are usually divided along the lines of compensation model. Commission-based brokers and insurance salespeople tend to think more highly of them, and to recommend them more frequently, than Fee-Only financial planners.

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The Role of Treasury Bonds in a Diversified Portfolio

If there is a Rodney Dangerfield of investments, it has to be Treasury Bonds. They always yield less than other taxable fixed-income investments with the same maturity, they don't get the airtime afforded stocks, and they don't have the mysterious allure of alternative investments. But in times of crisis, when other investments are withering under the pressure, Treasury Bonds usually step into the breach to provide a diversified portfolio with capital gains when they're needed most.

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Fee-Only vs. Fee-based Investment Advice

In past articles, we've discussed the confusion that many consumers of financial services have regarding terminology such as "fiduciary". Another misconception that many people (including related professionals) struggle with is the difference between Fee-Only and fee-based advice.

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