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Financial Traps

Past Performance and the Delta Variant

July 29, 2021

The market dropped this week and speculation about the Delta variant played a role.

Trusting Big Investment Firms

July 9, 2021

Bigger is not always better in the investment world, but investors often feel that

What Is a Variable Annuity?

January 4, 2021

Insurance companies are getting smarter about what products they offer. Today, Paul talks about

The Myths of Investing (I): Past Performance

December 9, 2020

Why do investors get poor results? It’s almost always because people believe one of

The Investor Coaching Show Cover

A Case Where You Would Want to Keep Your Annuity

November 23, 2020

When you’re saving for your retirement years, you want to do the things that

The Investor Coaching Show Cover

Surrender Charges and Annuities

August 12, 2020

It can be costly to walk away from an annuity during the surrender period

Annuities

July 1, 2020

Much of the information about annuities found on the internet, in books, and on

How Expectations Affect Our Investment Success

December 17, 2019

Our expectations shape our actions as humans, and investing is no different. The problem

Purpose of Annuities

December 4, 2019

Recent Annuity News – Safe and in Your Best Interest?

October 4, 2019

Using Common Market Indicators To Judge Performance

March 1, 2019

The Most Common Myth Of Investing

November 8, 2018
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