Submitted by Legacy Planning Group, Inc. on December 15th, 2017
This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured by monthly returns and a 20% threshold. During that time, the market has risen over 300% in total return.
Submitted by Legacy Planning Group, Inc. on October 5th, 2017
A frequent question asked by clients, friends and acquaintances is “What do you think about XYZ stock?” or “What is a great mutual fund” or “Is ABC a great annuity?” These are valid questions, but my response is to ge