CLIENT PORTALS
Blog
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What’s The Difference Between Passive And Active Management?
- February 26, 2019
- Posted by: Danny Michael
- Category: Uncategorized
2 Comments
What’s The Difference Between Passive And Active Management? With the ultimate goal of achieving high returns, investors choose between active portfolio management and passive portfolio management. While these terms may sound unfamiliar to you, they are broad concepts that are easy to understand. Both active management and passive management are different approaches to how investors,
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At What Age Can I Retire?
- February 14, 2019
- Posted by: Danny Michael
- Category: Retirement
At What Age Can I Retire? I once worked with a client in San Diego who had recently retired from his county municipality job after working there for 30 years. He was in his early 50’s and owned a few rental properties and had elected to start drawing his pension plan since he decided to
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Understanding Different Types of Annuities (and 3 Smart Questions to Ask)
- January 28, 2019
- Posted by: Danny Michael
- Category: 401Ks and IRAs
Understanding Different Types of Annuities (and 3 Smart Questions to Ask) Americans are faced with many options when it comes to saving for retirement and wading through all of these choices can be a daunting task. There is no one-size-fits-all plan when it comes to how you should manage your savings, and maximizing your own