by Southern Utah Health and Wellness Magazine | Apr 10, 2026 | Author, Branden DuCharme, CMT, March/April 2026, Prosperity & Purpose
Most people nearing retirement today can remember the 2008 Great Financial Crisis, at least if they stop and consciously think about it. However, few account for it in their investment framework for a couple of reasons. Adjusting for demographics, many were still in...
by Southern Utah Health and Wellness Magazine | Feb 1, 2026 | Author, Branden DuCharme, CMT, January/February 2026, Prosperity & Purpose
One of the greatest risks we face as investors transitioning into retirement is often not discussed at all—and if it is, it’s typically by a smooth-talking salesperson trying to sell an annuity that may not be in your best interest. In financial terms, this risk is...
