Heafner News2018-11-13T19:22:04+00:00

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Get More Yield On Your Cash At Chase, Fidelity, Schwab And Vanguard

Not paying attention to your idle balances? You might be throwing away $500 a year.

If you are like most bank and brokerage customers, you’re getting gouged on your cash holdings.

For years, there was no need to shop around. The Federal Reserve held overnight interest rates close to zero. If all you got out of your short-term savings was no-fee checking, you were getting a pretty good deal.

<Read More Here>

Get More Yield On Your Cash At Chase, Fidelity, Schwab And Vanguard

Not paying attention to your idle balances? You might be throwing away $500 a year.

If you are like most bank and brokerage customers, you’re getting gouged on your cash holdings.

For years, there was no need to shop around. The Federal Reserve held overnight interest rates close to zero. If all you got out of your short-term savings was no-fee checking, you were getting a pretty good deal.

<Read More Here>

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Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients’s pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the WealthGuard Value is a reference point to encourage a conversation between Heafner Financial and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the WealthGuard percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.
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