Service for Fixed and Variable Annuities

Service for Fixed and Variable Annuities

Service for Fixed and Variable Annuities Effective 02/01/2022 We have found many of our clients are confused about the firm's responsibility regarding your annuity(s).  Below are our annuity policies going forward.  Please review them in detail and let us know if you have any questions. We have not been the Broker-Dealer of record or sold [...]
Market Commentary – January 19th 2022 Update

Market Commentary – January 19th 2022 Update

January 2022 Market Commentary Update When Covid-19 hit, the Federal Reserve and the government put over 8 trillion dollars into the economy to stimulate it. This influx created massive inflation, especially in real estate and a significant stock market rally. Now, the federal reserve is saying no more “Free Candy” as they pull back stimulus [...]
An Update From Teresa

An Update From Teresa

By Teresa Joelson Well, it was another crazy year with COVID, the Political State of Affairs, & Fed Chairman Jerome Powell giving out free money and now correcting some of the bad effects of doing that. Although most portfolios experienced record growth, it looks to be a possibly turbulent year due to some of those [...]
Jenna’s New Animal Adventures

Jenna’s New Animal Adventures

Me holding a sedated, feral (wild) tomcat at one of our TNR clinics By Jenna Peters I haven’t been around the office much because 1) I am only working part time from home and 2) I’ve taken up another part time job with our local humane society! While I am still doing some work for [...]