Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.