Have you seen the ads from Fisher Investments offering a free report that explains why Ken Fisher hates annuities? For those unfamiliar with Ken Fisher, he is a well-known financial analyst. He owns his own money management firm, writes a monthly column for Forbes magazine,...
One of the prime principles of Ortiz World Wealth Advisors, is keeping our clients money as safe as possible. Its for this reason that many of our clients choose annuities as a part of their retirement plan. However there is more to annuities than just...
An indexed annuity is a contract issued and guaranteed by an insurance company. You invest an amount of money (premium) in return for protection against down markets, the potential for some investment growth, which is linked to an index (e.g., the S&P 500®), and in...
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