Delta Wealth Management, formerly URA Group AZ, is an independent firm of financial advisors dedicated to providing comprehensive financial services and education. Voted Best Financial Planning Service in Scottsdale by Scottsdale Progress, Lovin’ Life After 50, and Airpark News, Delta Wealth Management has become a trusted and established financial firm in the Scottsdale community while serving clients across the country. We understand the importance of sound retirement planning and thoughtful, personalized financial advice.
The “safe” bonds touted by some financial professionals—usually brokers or dually-licensed financial advisors who are not true fiduciaries—are returning record lows and the Fed plans to keep interest rates low for the near future. If interest rates do rise, bond values drop! We have found alternatives to bonds that many economic experts say can perform better—specifically, fixed indexed annuities. These policies can protect your initial investment principal while allowing growth with protection from market downturns, accruing interest based on stock market gains even though the policies are not directly invested in the stock market.
