Podcast: Play in new window | Download While most financial advice is heavily focused on maximizing return while minimizing fees (and this perhaps is one of the reasons so many people fail long term in their financial plan) I’m going to take time today to introduce a concept that is by no means new, but […]
Podcast: Play in new window | Download In the quest for financial stability, a de-risked portfolio is the cornerstone of a secure future. Whole life insurance is an often-overlooked instrument that plays a pivotal role in achieving this stability. By moving assets into a whole life insurance policy with accumulated cash value, you can transform your retirement […]
Podcast: Play in new window | Download Main Takeaways Yield to maturity (YTM) is a way to determine how much money you can make from a bond if you hold it until it matures. YTM considers the bond’s price, coupon rate, and time to maturity. YTM is important for investors because it allows them to […]