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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

February 22nd 2016: Retirement strategies with income and low capital risk

Andrew Agemy is a financial advisor and wealth manager in Guilford, Connecticut whose clients are mainly newly retired people who already have the capital and income they need and want to protect it. He sees another major market decline looming and quantitative easing continuing. So he eschews bank products and common stocks and favors investments that trade modest income for greater safety. Examples would be preferred stocks of solid companies paying 4--6% and sometimes offering appreciation; BBB corporate bonds paying 3-4% that mature in 3-5 years; fixed-indexed annuities that pay more than

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Andrew A Agemy

Andrew Agemy started Agemy Financial Strategies in 1990 and more recently opened an investment advisory firm, Agemy Wealth Advisors, and a tax planning and preparation firm. An ordained minister, he views his business as an extension of his original calling to understand people's needs and help them.
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https://www.voiceamerica.com/show/746/the-money-answers-show The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show Andrew Agemy is a financial advisor and wealth manager in Guilford, Connecticut whose clients are mainly newly retired people who already have the capital and income they need and want to protect it. He sees another major market decline looming and quantitative easing continuing. So he eschews bank products and common stocks and favors investments that trade modest income for greater safety. Examples would be preferred stocks of solid companies paying 4--6% and sometimes offering appreciation; BBB corporate bonds paying 3-4% that mature in 3-5 years; fixed-indexed annuities that pay more than bank CDs and have more downside protection than upside potential, and non-traded ETFs in stable industries like health care, retail grocery stores and public storage. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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