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Great Advice From Our Experts

Why Ken Fisher Is Wrong About Annuities

June 26th, 2017

Have you seen the ads from Fisher Investments offering a free report that explains why Ken Fisher hates annuities? For those unfamiliar with Ken Fisher, he is a well-known financial analyst. He owns his own money management firm, writes a monthly column for Forbes magazine, is the author of eleven books, and is on the […]

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Why Annuities Are A Valuable Retirement Tool

April 7th, 2017

One of the prime principles of David Ortiz Advisors, is keeping our clients money as safe as possible. Its for this reason that many of our clients choose annuities as a part of their retirement plan. However there is more to annuities than just being a “safer” solution. Properly used and understood, annuities can be […]

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What are equity index annuities?

June 4th, 2014

An indexed annuity is a contract issued and guaranteed by an insurance company. You invest an amount of money (premium) in return for protection against down markets, the potential for some investment growth, which is linked to an index (e.g., the S&P 500®), and in some cases a guaranteed level of lifetime income through optional […]

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