I prefer to write. For examples — Click Here

"... life will have little meaning for me except as I am able to contribute toward some ideal of social betterment, if not in deed, then in word." *

* Randolph Bourne, "The Handicapped - by One of Them", The Atlantic Monthly, Sept. 1911

Stewart Ogilby
Having the FINRA Series 65 enables me to discuss investing and retirement planning.

Three financial risks that are important for persons who are in retirement or near retirement:
  1. Page #1Annuities — Yields and Inflation Risk:

    Read the above before putting a major portion of your assets into a variable or fixed anuity, especially if you are not yet 65 years old.

  2. Page #2 — Two "Elephants in the Room":

    Health Risk and the Sequence of Returns Risk.
To learn about the Revocable Living Trust, Click here

For my background, Click here

A few useful links:

The information provided on this website is for informational purposes only and does not constitute investment advice or any offer or sale of any investment product. Copyright 2015: Stewart Ogilby