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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Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.
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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