Strategy:
We have the one for you!
We have the one for you!
At Edward Vance Investment Management, we focus on long term investment principles and avoid short term market timing. We assist... Read More
Resources
Charles Schwab Market Commentary
Dimensional Funds (DFA)
Do You Own an Annuity? You may be paying too much.We generally do not favor annuities due to high expenses and surrender charges. However, an annuity may make sense for some investors, especially if they already own an annuity and there would be adverse tax consequences to get out of the annuity. You might benefit from a 1035 exchange to a lower cost annuity like Nationwide. We can save you money.
Have you considered Long Term Care Insurance? We can help.