Insights

Financial Insights

Annuities: The Advantages and the Disadvantages

Annuities: The Advantages and the Disadvantages

By: Josh Slocum, McClellan Wealth Management If I asked you what an annuity is, could you tell me? If the answer is no, you’re not alone! An annuity is essentially an insurance contract. For example, when you purchase an annuity, you pay a set amount of money today,...

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7 Wealth management strategies you could try

7 Wealth management strategies you could try

Creating wealth and being able to manage it are two different things. You have probably heard of people who were once millionaires but have nothing to show for it. How did that happen? Lack of wealth management skills or strategies. While there is no single strategy...

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Market Update

Market Update

Dear Clients and Friends, I figured it was a good time to write everyone today as a result of the large preponderance of the word “Recession” in the media the past few days and in conjunction with this recent equity market volatility.   The main question that I’ve...

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