Investing

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Shrink Your RMDs in 2021 and Beyond

September 08, 2020

Special type of annuity lets you cut IRA RMDs next year, cut taxes and guarantee more lifetime income in old age.

Thinking of Buying a Fixed Annuity?

May 18, 2020

With so many annuities available today, it’s important to choose the one that is right for you and your specific needs.

Shelter from the Financial Storm: Safe, Boring Products Are Exciting Today

April 20, 2020

How older investors are adapting to the currently volatile stock market.

Covering Monthly Expenses in Retirement: Estimate, Then Secure Your Income

March 23, 2020

Saving for and through retirement is a difficult game of prediction. Here's some guidance for physicians to follow.

Stocks in Bond's Clothing and the "Yield Rally"

March 09, 2020

Dave S. Gilreath offers financial wisdom based on the precarious situation taking place in the stock market as a result of the coronavirus.

Historical Reasons to Believe the Bull Market May Still Have Legs

February 25, 2020

Although the market is still going great guns and hitting new highs, fears of a near-term bear market are prompting many to take money out of stocks and invest it in bonds with historically low yields, fueling brisk bond inflows at an unlikely time.

Tech Wolves in Sheep's Clothing Still Have Teeth

October 09, 2019

Sometimes, the sure-fire investment isn't the safe bet upon closer inspection.

If You Invest in Lyft or Uber, You Might be Taken for a Ride

May 08, 2019

Lyft and Uber are sweeping the country with their popular and easy to use ride share services. However, don't get lost in how much you like them as a consumer before you make an investing decision concerning either of these companies.