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The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.
For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.
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I hope you’ve found some time to relax, recharge and enjoy the summer. This last year and a half is one for the record books! In regards to the financial markets, we have never experienced anything like it in the last several decades. Not only has CV19 affected the markets by interrupting GDP, interest rates and many small and large industries, but we have also entered a new industrial (tech) revolution that began in 2000 and is ready to crescendo in the next decade.
Every investor that is "allocated" by the traditional methods (stocks, bonds and cash) in order to decrease risk should reconsider. I am available to offer a second opinion on your current portfolio. Take a look at real institutional risk mitigation and you'll come away a changed investor!
Success in all your efforts,