Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


Did You Know? Robert Kiyosaki has a point...

| March 03, 2017

I’m often surprised when a seemingly simple quote can really nail it. Like this one from “Rich Dad Poor Dad” author Robert Kiyosaki,

“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

As an investor, the words “how hard it works for you” are critical. With interest rates at historic lows now for almost 10 years, bank accounts and traditional bonds are not providing the income many expected during retirement.

Did you know you may be able to generate higher distributions from your investments than you thought? At Capitol Wealth Management, we incorporate a variety of strategies to help boost distributions, with the goal of limiting risk exposure. These may include guaranteed distributions from *annuities, bond ladders, high yield bonds, dividend paying stocks, and/or Real Estate Investment Trusts.

If you’re not receiving the distributions you need from your portfolio, give us a call and let us analyze what you have and see if we might be able to make any improvements.

Don’t miss our next issue of “Did You Know?” about the value of leveraging a financial advisor.

*Guaranteed annuity distributions are based on the paying ability of insurance companies.