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Posts Tagged ‘misinformation’

Ep #8: Doing the Research Before Making Financial Decisions

By Chris Scalese | September 19, 2019

Everyone wants to feel more informed about their options when they’re making financial decision, but not all information is valuable. Let’s discuss the different types of research people are using to stay informed about retirement planning and whether it’s right for you.

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Recent Episodes

  • Ep 21: Things People Think They Know (But Don’t!) April 2, 2020
  • Ep 20: The Different Stages of Retirement Planning March 19, 2020
  • Ep 19: How Much Cash Should You Keep in Your Portfolio? March 5, 2020
  • Ep 18: Understanding the Ins and Outs of Mutual Funds February 20, 2020
  • Ep 17: Do These Current Events Matter for Retirement Planning? February 6, 2020

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Chris Scalese offers Insurance products through the insurance business Fortune Financial Group. Fortune Financial Group is also an Investment Advisory practice that Robert Kudrich, Jr. offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Fortune Financial Group are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3918528 - 10/24

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