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Annuities 301: Words of Caution

August 27, 2019

Welcome back to our series on annuities! You’ve now made it into the challenge section of our annuity series. In these final pieces, we will take a more subjective approach to annuities. Today, we...

Annuities 203: Fixed Index Annuities

August 22, 2019

Today we will cover the last type of annuity: fixed index annuities. This type of annuity guarantees no loss of principal due to the market fluctuations and interest earned is linked to the...

Annuities 202: Variable Annuities

August 20, 2019

Today we’ll be looking into variable annuities. Variable annuities first appeared in the 1950’s as a way to help combat spending power loss in fixed annuities. Today, they are still used—for the...

Annuities 201: Fixed Annuities

August 15, 2019

Today, we will dive into a deeper analysis of fixed annuities. These annuities were the original type of annuity and were used for centuries for funding wars, retirement funds, and taking care of...

Annuities 102: Learning the Basics

August 13, 2019

Welcome back to our series about annuities! This time, we will be diving a little deeper into the basics of annuities. We will look at how annuities work and some important terms to concentrate on...

Annuities 101: Understanding the Misconceptions

August 8, 2019

Annuities can be some of the more complex and misunderstood financial products out there. Just start typing the word “annuity” into your search bar and look at the 33 million articles it presents....

Creekmur Investing 301: Case Study

August 6, 2019

Now that we have gone over how Creekmur Wealth Advisors approaches, analyzes, and acts on investing, let’s put it all together. In this part, we will examine an individual case study; we will look...

Creekmur Investing 203: Investing Actions

August 1, 2019

Now that you’ve had a glimpse at our process for bringing in new investments, it is time to look at a more continuous investing responsibility of our firm: managing our current portfolios. This...

Creekmur Investing 202: Tools for Analysis

July 30, 2019

How an individual or advisor conducts an analysis for a potential investment is one of the largest contributors to the long-term success of that particular investment. If someone has a well...

Creekmur Investing 201: Investing Schools of Thought

July 25, 2019

In this next section of our investing series, we will be examining the philosophy side of investing. There are essentially two schools of thought: fundamental and technical. These two approaches...

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