In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
In the realm of investing, few financial instruments have garnered more controversy than annuities. Unquestionably, annuities have their share of critics, especially when they are applied improperly, but, in the right situation, their benefits may be unmatched.
CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.