Edwards spoke with Kathleen Hayes on Bloomberg Radio about the important events of 2014, and their impact on investors. He discussed what might happen for investors in 2015
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David Edwards spoke with Bloomberg's Kathleen Hays and Vonnie Quinn on August 27th on Bloomberg Radio's "The Hays Advantage."
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avid Edwards, founder and president of Heron Financial Group, says the fundamental pluses for the stock market outweigh the minuses and it is still a good time for investors who are working and saving for retirement to hold a big portion of their portfolios in equities.
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Sales of immediate annuities hit a record $8.3 billion last year, according to data collected by the industry group Limra; in the late 1990s, they averaged less than a third of that. That alone wouldn’t be newsworthy, except that investors typically shun this type of financial product, which provides retirees with a secure stream of payments, when stocks are on their way up.
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David Edwards talks with Bloomberg's Kathleen Hays and Vonnie Quinn on January 2 on Bloomberg Radio's "The Hays Advantage."
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