Quick Hits: Rolling Stone Annuity | Investors Expectations | Animal Fights

Hope everyone is well rested but not overly crispy from laying in the Hawaiian sun!

Always great to get together, swap war stories and share value in an incredible location.

Let’s finish out the year strong.

Retirees need your independent help!


Here are your Quick Hits:


Articles to check out:


The 6 Concepts You Should Know to Be Financially Literate

A Pro Annuity article in Rolling Stone?!

Charts on Charts


Investors Emerge From COVID with Outsized Investment Return Expectations

  • American investors’ long-term investment return expectations rose to 17.5% above inflation, far exceeding pre-pandemic levels and historical averages, and 161% more than what financial advisors say is realistic.
  • Not only have post-COVID-19 return expectations soared, so has the gap between investors’ long-term return expectations (17.5%) and the 6.7% average annual returns US financial advisors believe is realistic.2 This difference represents a 161% gap between investor and advisor expectations, up from a gap of 73% in 2019, when investors anticipated 10.9% returns above inflation.


Median Sales Prices of New Houses Sold in United States

Americans are more confident than Britons that they could beat any animal in a fight



Quote of the week:


“If you can’t reduce your argument to a few crisp words and phrases, there’s something wrong with your argument.”

– Maurice Saatchi