Blog Posts

By Marc C. Shaffer

Have you recently found yourself with a large amount of cash and need to decide how to manage the funds? If you receive annual bonuses or are a 1099 employee, this may be a decision you face regularly. Or, you may be facing this decision for the first time if you have received an inheritance, a large tax refund, or have liquidated stock options. How do you know which strategy for managing your money is best?

Read more: ...

If you’ve been watching market headlines, you probably heard that markets tumbled in the first days of 2016, raising the specter of corrections and bear markets. When markets swing, it’s natural to worry about your investments and question your commitment to your strategy. We have outlined 4 strategies to keep in mind when markets swing:

Read more: ...

Projecting the Investment Horizon: Don’t Let Emotion Get the Best of You

By Michael J. Searcy

RollercoasterSearcy

If you’re like the majority of the investing public, you may think this diagram depicting the emotional rollercoaster of investing is a great representation of how you feel these days. The diagram takes us through a simplified market cycle starting with a period leading toward strong performance (a bull market) and then falling into a period of weak performance (a bear market), then back to an upturn, thus showing the cycle is never ending. Fluctuation through these cycles can leave investors with feelings of euphoria when things seem to be going great, despair when they’re going bad, and optimism when it seems like poor performance is on its way back up again.

Read more: ...

By Marc Shaffer

If you aren’t familiar with longevity annuities and Qualified Longevity Annuity Contracts yet, chances are you will start to hear more about them this year…especially if you are over the age of 55. While countless mailings may have you convinced that this is a new product, it has actually been around for a while. However, these annuities are being heavily marketed now that a new law is allowing them to be purchased with retirement funds from an IRA account or a qualified plan such as a 401(k) plan or profit-sharing plan.

Read more: ...
Page 2 of 3
video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY