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Newspaper
The Gaston Gazette
Location
Gastonia, North Carolina, United States of America
Date
Aug 23, 2016
Page
5
The founder, chief executive and co chief investment officer at Fisher Investments outlines strategic shifts as the firm expands its client base and strengthens portfolio oversight. New roles signal a transition toward broader governance while preserving investment philosophy and client focus.
A detailed warning about annuities as complex insurance products with hidden riders and fine print. The report urges readers to “look before you leap,” offering guidance from Fisher Investments on whether to buy or keep an annuity and how to avoid costly mistakes. It promotes a free report and a phone offer for more information.
An overview of annuity varieties, benefits and drawbacks plus key questions for sales discussions. It notes inflation risk tax implications estate planning and common fees. It also promotes a free custom analysis and potential surrender‑penalty rebates for larger portfolios from Fisher Investments and its subsidiaries with a 35‑year performance history.
The prompt urges a quick request for a copy that could prevent a serious error in investing. It notes the advantage for annuity owners and offers a free resource to guide decisions.
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