Investment Strategy Archives - The Kirwan Companies, LTD

Our 2020 Year-End Investment Results

January 6, 2021Michael G. Kirwan, REBC®, ChFC®, CLU®, IAR®Investment Management

We are pleased to report an Average Annualized Rate of Return of 11.21% for our clients in 2020, outpacing the Dow Jones Industrials (DJI) by 4%.

Group Insurance Carriers – May 8 Update on COVID-19 Expenses and Deadlines

May 8, 2020Michael G. Kirwan, REBC®, ChFC®, CLU®, IAR®Alerts, Investment Management

Please see this updated list of COVID-19-related benefits changes from group insurance carriers AETNA, Horizon BCBSNJ, Independence Blue Cross, and UnitedHealthcare Oxford. This information includes expense coverage, antibody testing, and deferred group premium payment deadlines.

Kirwan Benefits Questions During A Crisis

Questions to Ask Your Financial Advisor During Market Volatility

April 7, 2020Michael G. Kirwan, REBC®, ChFC®, CLU®, IAR®Alerts, Investment Management

The COVID-19 crisis has made many investors jittery. These questions to ask your financial advisor during market volatility will help focus your discussion and navigate uncertain times.

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Our 2020 Year-End Investment Results

Group Insurance Carriers – May 8 Update on COVID-19 Expenses and Deadlines

Questions to Ask Your Financial Advisor During Market Volatility

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