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The Ship's Wheel

Financial Articles & Resources

Cash Is an Asset Class

There are times when having cash in your investment account makes more sense than being fully invested.  The amount of cash to have available at any given time varies when it comes to money management.  There are times when being fully invested is appropriate and...

read more

Buyer Beware of Variable Annuities

Are you thinking of purchasing a Variable Annuity or do you already own one? I would encourage you to do some homework before purchasing one, and if you already own one please have it reviewed and make sure you understand all the moving parts. Why? Annuities have...

read more

How is your Advisor Compensated?

Do you know how your Financial Advisor is compensated?  When I started in this business 20 years ago, the only way I made money was if one of my clients placed a trade.  I was young and at the time thought that was a normal way of doing business.  This is one of those...

read more

Don’t Get Sold a Product

Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling you on the next best product. This is my opinion obviously and...

read more

Equifax Cyber Security Incident

On September 7, Equifax – one of the largest American credit agencies – announced a data breach by cyber criminals that may affect you.  The criminals gained access to millions of Americans’ personal information, including Social Security numbers, birth dates,...

read more

The Truth about your Indexed Annuity Bonus

Do you know the saying “If it sounds too good to be true it usually isn’t”?  Upfront bonuses on annuity purchases have been around for a while now, and they probably are not going away anytime soon.  I am here to shed some light on the truth behind the bonus that your...

read more

Volatile Markets create Opportunities

If you read my last article, you would already know that I thought market volatility would increase in October.  Well, it’s happening and now is not the time to panic.  Now is the time to take advantage of opportunities that will increase the overall performance of...

read more

Is this the beginning of a Bear Market?

After the first few days of trading to start 2016, I am sure this question is on the minds of many investors.  The start of 2016 has been less than stellar for the stock market and I am sure it has caused some nervousness in the investment community.  There are many...

read more

Cash Is an Asset Class

There are times when having cash in your investment account makes more sense than being fully invested.  The amount of cash to have available at any given time varies when it comes to money management.  There are times when being fully invested is appropriate and...

Buyer Beware of Variable Annuities

Are you thinking of purchasing a Variable Annuity or do you already own one? I would encourage you to do some homework before purchasing one, and if you already own one please have it reviewed and make sure you understand all the moving parts. Why? Annuities have...

How is your Advisor Compensated?

Do you know how your Financial Advisor is compensated?  When I started in this business 20 years ago, the only way I made money was if one of my clients placed a trade.  I was young and at the time thought that was a normal way of doing business.  This is one of those...

Don’t Get Sold a Product

Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling you on the next best product. This is my opinion obviously and...

Equifax Cyber Security Incident

On September 7, Equifax – one of the largest American credit agencies – announced a data breach by cyber criminals that may affect you.  The criminals gained access to millions of Americans’ personal information, including Social Security numbers, birth dates,...

How much should I be drawing off my investments during Retirement?

You have finally made it to retirement.  You saved your money and now it’s time to take withdrawals to provide an income stream to you during your retirement years.  The question is “how much can I take without depleting my funds before I die?”  This is a dilemma...

The Truth about your Indexed Annuity Bonus

Do you know the saying “If it sounds too good to be true it usually isn’t”?  Upfront bonuses on annuity purchases have been around for a while now, and they probably are not going away anytime soon.  I am here to shed some light on the truth behind the bonus that your...

Volatile Markets create Opportunities

If you read my last article, you would already know that I thought market volatility would increase in October.  Well, it’s happening and now is not the time to panic.  Now is the time to take advantage of opportunities that will increase the overall performance of...

Is this the beginning of a Bear Market?

After the first few days of trading to start 2016, I am sure this question is on the minds of many investors.  The start of 2016 has been less than stellar for the stock market and I am sure it has caused some nervousness in the investment community.  There are many...

Is this the beginning of a Bear Market?

After the first few days of trading to start 2016, I am sure this question is on the minds of many investors.  The start of 2016 has been less than stellar for the stock market and I am sure it has caused some nervousness in the investment community.  There are many...

Volatile Markets create Opportunities

If you read my last article, you would already know that I thought market volatility would increase in October.  Well, it’s happening and now is not the time to panic.  Now is the time to take advantage of opportunities that will increase the overall performance of...

The Truth about your Indexed Annuity Bonus

Do you know the saying “If it sounds too good to be true it usually isn’t”?  Upfront bonuses on annuity purchases have been around for a while now, and they probably are not going away anytime soon.  I am here to shed some light on the truth behind the bonus that your...

How much should I be drawing off my investments during Retirement?

You have finally made it to retirement.  You saved your money and now it’s time to take withdrawals to provide an income stream to you during your retirement years.  The question is “how much can I take without depleting my funds before I die?”  This is a dilemma...

Equifax Cyber Security Incident

On September 7, Equifax – one of the largest American credit agencies – announced a data breach by cyber criminals that may affect you.  The criminals gained access to millions of Americans’ personal information, including Social Security numbers, birth dates,...

Don’t Get Sold a Product

Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling you on the next best product. This is my opinion obviously and...

How is your Advisor Compensated?

Do you know how your Financial Advisor is compensated?  When I started in this business 20 years ago, the only way I made money was if one of my clients placed a trade.  I was young and at the time thought that was a normal way of doing business.  This is one of those...

Buyer Beware of Variable Annuities

Are you thinking of purchasing a Variable Annuity or do you already own one? I would encourage you to do some homework before purchasing one, and if you already own one please have it reviewed and make sure you understand all the moving parts. Why? Annuities have...

Cash Is an Asset Class

There are times when having cash in your investment account makes more sense than being fully invested.  The amount of cash to have available at any given time varies when it comes to money management.  There are times when being fully invested is appropriate and...

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