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Dupree Blog

Wednesday, Nov 19

Can you state your retirement investment plan without using the words "Hope" and "Pray"?

Over the past decade many financial advisor firms have changed their approach to investing. In place of individual equities, most firms have now switched to investing in and selling packaged products such as mutual funds and annuities. These products can contain dozens if not hundreds of holdings which can and do change rapidly. An investor can easily lose track of what he or she is truly invested in when dealing with mutual funds and annuities. In turbulent markets the last thing you want to ask yourself is, "What exactly am I invested in again?" Here at Dupree Financial Group we