About Daniel Stewart

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So far Daniel Stewart has created 3 blog entries.

Can having an annuity help protect your wealth from the effects of cognitive decline?

By Daniel Stewart As we age, it's common to experience some decline in cognitive ability. This unfortunate situation is caused by several factors, ranging from lifestyle choices to genetics to diseases such as Alzheimer's and other types of dementia.  Unfortunately, the consequences of diminished mental acuity in seniors are disturbingly negative. Whether we like to [...]

By |2023-01-15T16:51:04+00:00January 15th, 2023|Protect your wealth, Retirement|

Daniel Stewart : Is the traditional “60/40” Portfolio design dead? – Don’t count on it!

As the economic environment becomes more chaotic, pre-retirees with traditional 60/40 portfolios may experience substantially better performance than those who have weighted their matrix with riskier investments. by Daniel Stewart 2022 is reaching its' painful conclusion, with many seniors in a state of uncertainty and fear. Some Americans are so afraid of making mistakes with [...]

By |2022-12-30T21:17:29+00:00December 30th, 2022|Leave a legacy, Protect your wealth, Retirement|

Should you put an annuity in your IRA?

Many retirement planners advise their clients not to put an annuity in their qualified plan accounts. But is this always the best advice? By Daniel M. Stewart Stewart Wealth Advisors   Many retirement planners steer their clients away from using annuity products in qualified plans,such as IRA accounts. Putting a tax-deferred annuity into a retirement [...]

By |2022-12-28T17:26:43+00:00December 13th, 2022|Protect your wealth, Retirement, Taxes|
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