Latest articles by Michael Fritts, Investment Representative
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5 Socially Responsible Funds that Pass the Stress Test
investing Investors can serve their conscience and their retirement portfolios with funds that fit their core values. But put them to the test first.
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All Annuities Are Not Equal: Do Your Homework Before You Bash Or Buy
retirement A well-rounded retirement portfolio could have a spot that the right annuity (and RIGHT is the key word here) might fill very nicely.
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9 Investing Terms Every Retiree Needs to Know
investing Do you ever find yourself faking it when people talk finances? "Fiduciary," "sequence of returns risk," the "4% rule," these are all handy expressions that it pays to fully understand.
investing
