Nov 1, 2017
We're going to talk today about four different things. We're going to lead off with annuities. When we talk to new clients, and we talk to people who listen to the show, the feedback is everyone's heard about annuities, and everyone's heard about CDs. It's because it's what banks do. It's safe. It's a reasonable return, and there are expectations that could be met. We're going to get into what they are, and why they may not be what you think they are.
Then we're going to get into Rigg Wealth Management. Their business here in North Dallas isn't for veterans, but they have a lot of experience being veterans. We're going to talk about what their special insights are for veterans if there's any out there that are listening. Then we'll get into definitions and differences with IRAs and 401(k)s. Most people do this more than anything else as far as a do‑it‑yourself kind of investment option. We're going to get into the do's and don'ts.
We're going to close out the show with client stories. We're going to have Bryan talk about some of the successes he's had with some of his clients of late and in the past few years that are relevant. In case any of you are looking at coming on board, we wanted to remind you that you're not the only one that's jumping from one investment firm to another. Bryan, as an independent consultant, he gets a lot of new clients that come over from somebody else, and some first-timers, as well.
LEARN MORE at www.RiggWealthManagement.com
RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.
Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.