by Springwater Wealth | Feb 19, 2019 | Newsletter
There’s a certain very large investment manager located in Camas, Washington that has become known for its founder’s strong opposition to annuities. In fact, many of this firm’s advertisements go something like this: “I hate annuities and you should too.” These ads –...
by Springwater Wealth | Dec 4, 2018 | Newsletter
If you are over the age of 60 and are (or were) married with children, you may own life insurance that you purchased years ago. The life insurance industry sold (and still sells) life insurance to traditional families to protect them from financial insecurity in the...
by Springwater Wealth | Mar 20, 2018 | Newsletter
The long-running battle for the interests of American investors continues. Imagine that your doctor writes you a prescription for a certain medication – even though a better, less expensive option is available – and receives a commission from the drug company for the...
by Springwater Wealth | Apr 14, 2016 | Financial Planning, Investment Management
First of all, we do not sell annuities – or indeed any financial products. We are not insurance agents nor do we represent any insurers. We work for our clients – some of whom have purchased annuity contracts they later wish they hadn’t. Here is how we may be able to...
by Springwater Wealth | Oct 13, 2014 | Investment Management, Services, Wealth Management
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...
