Annuities

The Case for Active Management

In the last two decades, investors have debated for the merits of both passive and active portfolio management. Both styles of asset management have their benefits and drawbacks; however, recently more and more investors have turned to a passive management style due to fee concerns and risk concerns as well. In order to examine the…

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The Top 4 Annuities Myths That Get People in Trouble

The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths floating around that can get in the way of making an informed decision. To help straighten everything out, we’re looking at the most common myths and why they are wrong.…

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How a Fixed Annuity Can Help You

  As you approach retirement age, you are more likely to look for asset protection and minimal risk than you are for aggressive investments that can potentially give you a high rate of return. Unfortunately, traditional “safe” savings and investment options, such as FDIC-insured certificates of deposit (CDs) and government bonds, don’t always have a…

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Securities offered through World Equity Group, Inc., member FINRA and SIPC.

Investment Advisory Services offered through… BluePath Capital Management, LLC and Triumph Wealth Advisors

Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities, and are not owned or controlled by World Equity Group, Inc.