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What Happens to Me if Something Happens to You
Posted on August 17, 2017 by David Swapp
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Have you ever wondered what would happen to you if something happens to your financial advisor?  It’s not pleasant to think about, especially as an advisor, but what would happen if the proverbial bus were to finally catch up with your advisor?  In many cases this can be a very disruptive event for a client who has diligently planned and […]

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The Stock Market is Up 300% in Just Eight Years. What Should You Do With Your Investments Now?
Posted on June 28, 2017 by Ray LeVitre
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Are you concerned that a big stock market drop is looming?  Who could blame you?  The stock market, as measured by the Dow Jones Industrial Average (DJIA), is up over 300% since March of 2009.  That’s an annualized return of over 18% per year for the past eight years.  The historic annualized return of the DJIA, which measures large company U.S. […]

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Do Net Worth’s Investment Strategies Add Value?
Posted on May 24, 2017 by Net Worth Advisory
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IS ANYONE ABLE TO ADD VALUE IN THE INVESTING PROCESS? Net Worth has always worked hard to help our clients be successful investors. By structuring low-cost, diversified portfolios that are adjusted for risk tolerance and growth objectives we have a proven track record of adding value in this area. But, are there any other ways to add value? One additional […]

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Are Indexed Annuities Really as Good as They Are Made to Sound?
Posted on April 25, 2017 by David Swapp
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  Are Indexed Annuities Really as Good as They Are Made to Sound? Some of the hottest selling financial products currently being sold are called indexed annuities.  They are often promoted as a way to potentially earn double digit returns with no downside risk and no risk of outliving your money.  The insurance reps and supposed advisors that sell them […]

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We Are In Control of What Matters Most!
Posted on January 24, 2017 by David Swapp
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As an investor it sometimes feels like we have very little control of the things that are happening around us.  It doesn’t help that these things can often have a great deal of influence on our financial wellbeing.   We tend to worry about recessions, stock market crashes, rising interest rates, corporate profitability, tax and monetary policy, political agendas and everything […]

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