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Articles by Somerset

Annuities Spark Criticism, But It Really Isn’t Justified

By webteam | July 5, 2018 | 0 Comments

Scott Sadar addresses common criticisms of annuities in this California Broker Magazine article (pages 9-10). Scott Sadar (CFP) is the Executive Vice President of Somerset Wealth Strategies.

Are You the Perfect Person for Fixed Annuities?

By webteam | July 5, 2018 | 0 Comments

Andrew Murdoch, Somerset’s President, explains the benefits of a fixed annuity in this Marketwatch article.

How to Choose Among the 5 Major Annuity Types

By webteam | July 5, 2018 | 0 Comments

Andrew Murdoch, President of Somerset Wealth Strategies, explains how to choose among the 5 major types of annuities.

9 Basics About Annuities You Need to Know

By webteam | July 5, 2018 | 0 Comments

Read Somerset President Andrew Murdoch’s latest article in which he explains the nine key annuity terms.

Low Interest Rates Make Immediate Annuities Attractive

By webteam | July 5, 2018 | 0 Comments

Who is a good candidate for an immediate annuity? Andrew Murdoch, President of Somerset, explores this topic in his latest article for MarketWatch.

Striking A Balance Between Value & Price

By webteam | July 5, 2018 | 0 Comments

Somerset’s President Andrew Murdoch explains why slumping annuity sales should lead to better deals for consumers in this article.

Should Strategic Investors also be Tactical Investors?

By webteam | July 5, 2018 | 0 Comments

President of Somerset, Andrew Murdoch, asserts that “good strategic investors remain relatively unperturbed during volatile periods.” Learn more from Murdoch’s informative article.

Is There a Silver Lining in Declining Annuity Sales?

By webteam | July 5, 2018 | 0 Comments

Somerset’s own Andrew Murdoch explores variable annuity sales data and discusses a potential rebound in this informative article.

Doublers are Worth Considering

By webteam | July 5, 2018 | 0 Comments

Find out why in this article written by Somerset Wealth Strategies President Andrew Murdoch.

Annuity Nursing Home Doublers Make Sense

By webteam | July 5, 2018 | 0 Comments

Somerset President Andrew Murdoch explains doublers and provides a real-life nursing home scenario.

Radio Interviews

MoneyLife Radio Interview with Tom Hamlin (Part 2)

By webteam | July 5, 2018 | 0 Comments

Listen to Somerset’s President, Andrew Murdoch, discuss annuity trends on KBNW-AM’s “Inside Central Oregon.” Part 2

MoneyLife Radio Interview with Tom Hamlin (Part 1)

By webteam | July 5, 2018 | 0 Comments

Somerset’s CEO, Tom Hamlin, spoke with Chuck Jaffe on his MoneyLife radio show about the outlook for annuities in 2016. Inside Central Oregon Radio Interview with Andrew Murdoch: Part 1.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Part 2 Listen to Somerset’s President, Andrew Murdoch, discuss the saving habits of Americans and how Oregon’s current economy measures up against other states.

The Appeal of Nursing Home Doublers

By webteam | July 5, 2018 | 0 Comments

Listen to Somerset’s President Andrew Murdoch discuss doublers with WOCA radio in Ocala.

Radio Interview with Joe Loverro of WRIP Radio

By webteam | July 5, 2018 | 0 Comments

Joe interviews Andrew Murdoch about annuities. Andrew breaks down annuities, explaining the various types and identifying the best candidates.

MoneyLife Radio Interview with Andrew Murdoch

By webteam | July 5, 2018 | 0 Comments

President Andrew Murdoch explains the various types of annuities in detail. A comprehensive overview. A recommended listen for anyone considering investing in annuities.

Articles Contributed to by Somerset

4 Ways Marriage Makes Your Social Security Bigger

By webteam | July 5, 2018 | 0 Comments

Andrew Murdoch, President of Somerset Wealth Strategies, contributes to this article on how to make the most of your social security benefits.

Retirement Planning for Singles: 5 Tips for Flying Solo

By webteam | July 5, 2018 | 0 Comments

Somerset’s Scott Sadar contributes to this article addressing the insecurity that many single retirees feel.

7 Tips to Find Effective Investment Mentoring

By webteam | July 5, 2018 | 0 Comments

Executive VP of Somerset, Scott Sadar, advises investors on keeping their cool when riding the market’s ups and downs in this article by US News & World Report.

7 Tips About Required Minimum Distributions for Baby Boomers Turning 70

By webteam | July 5, 2018 | 0 Comments

Somerset’s Tom Hamlin offers warnings on RMDs in this Bankrate article.

Use Income From Your Sideline Business to Grow Retirement Savings Quickly

By webteam | July 5, 2018 | 0 Comments

Somerset CEO Tom Hamlin contributes to this article advising high earners in retirement.

Multiple IRAs: Why It Sometimes Makes Sense to Own More Than 1 IRA

By webteam | July 5, 2018 | 0 Comments

View BankRate’s slideshow for input from Somerset’s executive vice president Scott Sadar on why you may want to own more than one IRA.

SEC Steps in on RIA Succession Planning

By webteam | July 5, 2018 | 0 Comments

Kaitlin Ugolik’s consults Somerset’s Tom Hamlin in her latest Institutional Investor article about the SEC’s role in continuity planning.

Top 50 Annuities for 2016 by Karen Hube

By webteam | July 5, 2018 | 0 Comments

Read Karen Hube’s latest Barron’s article on the Top 50 Annuities for 2016, with a contribution from Somerset’s Andrew Murdoch. Follow the link for a preview and to subscribe or call (800) 544-0422 to obtain a copy of the article.

The Elusive Nature Of Culture At Broker-Dealers

By webteam | July 5, 2018 | 0 Comments

Somerset’s own Andrew Murdoch offers his take on the broker-dealer culture in Juliette Fairley’s latest article for Financial Advisor.

Single-Income Families: 6 Secrets to Help Make Ends Meet

By webteam | July 5, 2018 | 0 Comments

Scott Sadar, executive vice president at Somerset Wealth Strategies, advises breadwinners to maximize income opportunities at their current place of employment in Robyn Tellefsen’s article.

Press Releases

Annuity Sales Continue to Sputter, Annuity FYI Reports

By webteam | July 5, 2018 | 0 Comments

Will This Provide a Silver Lining for Consumers?

Weak Annuity Sales Show No Signs Of Recovery

By webteam | July 5, 2018 | 0 Comments

Sales Could Stay Depressed For Years, Adds The Online Informational Resource

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