Victrix Blog

Financial Articles & Resources

The Truth about your Indexed Annuity Bonus

by Jay Chapman | Jun 20, 2017 | The Ship's Wheel | 0 comments Do you know the saying “If it sounds too good to be true it usually isn’t”?  Upfront bonuses on annuity purchases have been around for a while now, and they probably are not going away anytime soon.  I am...

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Equifax Cyber Security Incident

by Jay Chapman | Sep 14, 2017 | The Ship's Wheel | 0 comments On September 7, Equifax – one of the largest American credit agencies – announced a data breach by cyber criminals that may affect you.  The criminals gained access to millions of Americans’ personal...

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Don’t Get Sold a Product

by Jay Chapman | Oct 19, 2017 | The Ship's Wheel | 0 comments Can you tell the difference between someone who is trying to sell you something and someone who is trying to provide a service? Financial Advisors are there to provide a service. They should not be selling...

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How is your Advisor Compensated?

by Jay Chapman | Oct 22, 2017 | The Ship's Wheel | 0 comments Do you know how your Financial Advisor is compensated?  When I started in this business 20 years ago, the only way I made money was if one of my clients placed a trade.  I was young and at the time thought...

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Buyer Beware of Variable Annuities

by Jay Chapman | Oct 23, 2017 | The Ship's Wheel | 0 comments Are you thinking of purchasing a Variable Annuity or do you already own one? I would encourage you to do some homework before purchasing one, and if you already own one please have it reviewed and make sure...

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Cash Is an Asset Class

by Jay Chapman | Nov 8, 2017 | The Ship's Wheel | 0 comments There are times when having cash in your investment account makes more sense than being fully invested.  The amount of cash to have available at any given time varies when it comes to money management. ...

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