4 Steps to Wealth Building
These 4 steps are how we approach financial planning with our clients. Start by building financial stability through paying down high-interest debt and starting an…
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Video: Are annuities safe?
We ask the question: are TIAA annuities safe “investments”? If you have a TIAA annuity, you MUST watch this video. We caution our clients about…
What does an investment portfolio look like?
What does an investment portfolio look like at Geddi Capital? Here’s a snapshot of how our portfolio manager could structure a client portfolio depending on…
Video: 401K Rollovers
You’re just letting your old 401k sit there?? If you’ve ever changed jobs, you know it can feel impossible to move your old 401k out…