Mastering Money 8/7/20

by | Aug 7, 2020 | Podcast

One of the simplest ways for companies to communicate financial well-being and shareholder value is to say “the dividend check is in the mail.” Dividends, those cash distributions that many companies pay out regularly from their earnings to their...

Mastering Money 8/6/20

by | Aug 6, 2020 | Podcast

Gold is up 30% in 2020 , breaking the $2,000 dollar mark and creating a bit of a frenzy.  Maybe YOU are wondering if you should hop into the gold market, and if so, should you buy coins, bars, or ETFs that invest strictly in gold? Today we will first do a...

Mastering Money 8/5/20

by | Aug 5, 2020 | Podcast

If you’re like most of us, you are always looking for smart ways to invest your retirement money. Consider Genetic Science. A Global Market Insights report estimates that the GENETIC TESTING  market ALONE will reach $22 billion by 2024, fueled by an...

Mastering Money 8/4/20

by | Aug 4, 2020 | Podcast

Today on Mastering Money, a very special guest joins us–Chris Hill, long time Wizard for the Motley Fool and host of the Motley Fool Money Show.  Steve and Chris will share views on the market.  But first…..Very few investors would consider...

Mastering Money 8/3/20

by | Aug 3, 2020 | Podcast

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to...

Mastering Money 7/31/20

by | Jul 31, 2020 | Podcast

Many retired investors today are hoping, waiting, and praying for interest rates on bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a very long time. ...

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.
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