Videos

State of the Markets 2020:

The Secure Act:

Tax Elimination Wealth Transfer:

Lynn's 3 part Interview:


Gage's interview:


OWA Live! Introduction


OWA Live! Happy Thanksgiving!

OWA Live! CD Alternative and Market Update

OWA Live! Pie Days 


OWA Live! Inverted Yield Curve


OWA Live! Preparing to Apply for Medicare


OWA Live! How to Correctly Inherit Money From Out-of-State 


OWA Live! Managing Money While Abroad


OWA Live! Improving Your Credit Score


OWA Live! Required Minimum Distributions


OWA Live! Medicare Answers


Long Term Care Costs-Understanding the Challenges


Guaranteed Lifetime Withdrawal Benefit

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).


Get the Basics on Indexed Annuities

 

Lynn Thurgood talks retirement planning with Checks and Balances TV.
Thurgood discusses value of educating retirees with balanced financial information.


Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).


CBTV Interviews: Lynn Thurgood - Qualified Plan Roll Over Options

CAS is a designation issued by the Institute of Business & Finance.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor.   Horter Investment Management does not provide legal or tax advice.  Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately through Oxford Wealth Advisors, LLC.  Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.  Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values.  Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

Oxford Wealth Advisors, LLC (OWA) and Insurance Network, Inc. (INI) are independent of Horter Investment Management, LLC (HIM).