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Titus Wealth Management in the News

8/21/2017 CNBC, Nasdaq posts 3-day losing streak as tech stocks fall

Fred Imbert of CNBC features insight from Eric Aanes on his current market outlook."We think we'll get a small sell-off in the short-term, maybe between 2 and 5 percent, as volatility picks up," says Eric. “We think that could be an opportunity to buy."

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8/21/2017 Financial Planning, Will fixed index annuities stay ahead of fiduciary concerns?

Toby Salinger of Financial Planning quotes Eric Aanes in an article about the future of fixed index annuities among fiduciary concerns. Eric stresses that advisors and clients should examine the products closely. “It’s a matter of being sure you understand the product and understand all the potential landmines,” he says

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 Financial Advisor IQ, Craft portfolios that consider emergency liquidity


Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss Titus Wealth Management’s three pillars of the investment management process: liquidity, income and growth. To fulfill the objectives of each pillar for clients, Eric notes “Given today’s economic uncertainty, It’s a combination of dividend yielding investments on the stock equity side as well as on the bond side.”

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. No strategy assures success or protects against loss. Investing involves risk including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

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USA Today - You should max out your 401(k), right? Not so fast


Wealth Advisor, Jeff Weber, speaks with USA Today and NerdWallet about contributing to 401K plans.

Just because you can do something doesn’t mean you should. Like entering a hot dog eating contest, getting a tattoo on your face — or even maxing out your 401(k).

The last one may seem incongruous; after all, numerous studies show Americans feel they aren’t saving enough for retirement. And if you’ve read any personal finance advice, you probably believe the best bet is to save, save, save....

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Financial Advisor

July 2017

Exciting news for our team! We are honored to be ranked 7th in @FAmagazine's list of top 50 fastest-growing firms

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Nightly Business Report


Eric Aanes joins Sue Herera of Nightly Business Report to discuss the markets ending the first half of the year on a strong note and if this trend will continue throughout the year. “We’re watching a couple things, in particular some technical analysis and some fundamental. On the technical side, we look at the volatility index, which has been at all time lows. On the fundamental side, the technology index and the stocks index,” he says. “We’re cautiously optimistic.”


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The Wall Street Journal, Tech rally slowing? Take a look at the boom in banks


Jon Sindreu of The Wall Street Journal quotes Myra Natter in an article about the slowing tech rally. The tech rally “seems to perhaps have been played out now,” she says. “We see financials taking the lead, and we are looking at expanding allocations there,” Myra added.

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Fox Business, Investors take on more risk after central bank signals


Wealth Advisor Myra Natter spoke with Jon Sindreu for a piece about how increased expectations for higher interest rates are helping send bank shares higher. “We think most investors don’t want to miss out on a bull market,” she says. “If we see tax cuts are moving along and people see they are being implemented, this will continue being an upward bias in the market.” The article was originally published by The Wall Street Journal.

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Financial Advisor IQ, Holistic advice is the new norm


Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss how his business and the needs of clients have changed since Titus Wealth Management was founded in 2005. "We're taking a much more holistic approach for clients," he says."We work with them to build a roadmap that is realistic, achievable and sustainable over their lifetime." 

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CNBC, Dow hits record high as Comey testimony ends with no 'smoking gun'

Fred Imbert of CNBC quotes Eric Aanes in a piece about the Dow reaching record highs following former FBI Director James Comey’s testimony. “Investors are not spooked by this at all,” he says. “The only thing that could be an issue is [potential] delays into tax cuts.”

The opinions voiced in this material are for general information only and are not  intended to provide specific advice or recommendations for any individual. All performance  referenced is historical and is no guarantee of future results. All indices are unmanaged and may  not be invested into directly. 

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DailyWorth, Are fixed income investments really safe?

June 8, 2017

Nancy Mann Jackson of DailyWorth features Eric Aanes in an article about fixed income investments. “In the current environment, bond investors should look for shorter term bonds,” he says. “If you have a bond with five-year duration and interest rates go up on the 10-year duration bonds, you would lose five percent.”

Eric Aanes is a registered representative with and securities are offered  through LPL Financial, Member FINRA & SIPC. Advisory services offered through Titus Wealth  Management, a registered investment advisor and separate entity from LPL Financial. The opinions  voiced in this material are for general information only and are not intended to provide specific  advice or recommendations for any individual. All performance referenced is historical and is no  guarantee of future results. Bond funds are subject to a number of investment risks including credit  risk, interest rate risk, and prepayment risk. 

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing

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Financial Advisor IQ, Clients with political discontent harder to keep on track

June 7, 2017

President Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss how Donald Trump’s presidency has affected his clients, business and the advisory industry as a whole. “When clients aren't confident in an administration it's harder for them to see positives in the economy. By understanding our clients, we really feel like we’ve found a way to be on the same page and help guide them through what to them is a troubling time,” he says.

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US News and World Report Is There Really Such a Thing as ‘Good’ Debt?

June 1, 2017

Wealth Advisor Myra Natter is interviewed by Mareylene LaPonsie of US News and World Report in this article discussing "good" debt.

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Barron’s NEXT, 4 reasons to choose credit over debit

May 11, 2017

Emily Bary of Barron’s NEXT spoke with president Eric Aanes for her article about the benefits of choosing credit over debit. “Monitoring your credit and establishing credit can be beneficial for obtaining better rates for future loans, both from an automobile standpoint and a home standpoint,” says Aanes.

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CNN Money, Comey firing poses new risk to Trump rally

May 10, 2017

Matt Egan of CNN Money quotes Eric Aanes, president of the firm, in a piece about the James Comey firing and whether it stands to threaten the Trump market rally. While the markets are extremely calm now, Aanes says he is bracing for volatility ahead by shifting money into cash. “The market still seems bulletproof. Nothing fazes it,” adding that eventually there could be a "real tipping point."

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Nightly Business Report, Why is the market so calm?

May 10, 2017

President Eric Aanes joins Nightly Business Report to discuss the market calm after the firing of FBI Director James Comey. Aanes says the big question at the moment is will this firing delay Trump’s tax reform plan? He suggests taking a wait-and-see approach.

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Fox Business FBN: AM, Summer correction looming for investors?

May 9, 2017

Eric Aanes joins Fox Business FBN AM to discuss a possible summer market correction. “Markets tend to go up a little slower, and then they go down a lot faster,” Aanes says. “You can have a secular bear market inside of a bull market, so things can have a pullback.”

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Reuters, US STOCKS-Wall St set to open higher as risk-on sentiment improves

May 9, 2017

Yashaswini Swamynathan of Reuters quotes Eric Aanes in an article about the current market landscape. “Trees don't grow to the sky so we need to be realistic about the market,” he says. “The risk for the downside is probably increasing every day. Historically, the market is due for a pullback.”

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The Wall Street Journal, Stocks gain on tax-plan hopes, upbeat earnings

April 20, 2017

Eric Aanes was quoted in an article from The Wall Street Journal on the wavering of April U.S. stock indexes due to investors pulling back expectations for tax cuts and fiscal stimulus from the Trump administration. Aanes explains that disappointment on taxes, whether in the form of delays in legislation or smaller tax cuts than expected, could prompt a stock selloff.

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Investor’s Business Daily, Exactly how much you need to save for retirement

March 31, 2017

Paul Katzeff of Investor’s Business Daily features president Eric Aanes in an article about how to figure out how much money to save to retire comfortably. Aanes cites the four percent rule, which is a popular annual cap on retirement account withdrawals.

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Fortune, Baby Boomers are causing a debt crisis. Here’s how they can navigate it

March 31, 2017

Annalyn Kurtz of Fortune quotes Eric Aanes in a piece about the debt explosion caused by Social Security and Medicare. “There’s no way Social Security is going away altogether, it’s just going to get pushed back and benefits will be reduced,” Aanes says. He recommends savers start with the Social Security Administration’s benefit calculator to estimate future Social Security payments.

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TheStreet, Fireworks in Washington steal the show from Fed's explanation tour

March 19, 2017

Keris Alison Lahiff of TheStreet quotes Eric Aanes, president of the firm, in an article on Wall Street’s continued focus on the daily headlines coming from the nation's capital. Aanes explains that the markets will be in wait-and-see mode, though any news on tax cuts could fuel more gains.

Read the Article, Stocks close mostly lower after oil plunges 5.4%; ADP report crushes estimates

March 8, 2017

President Eric Aanes is quoted in a piece from regarding plunging oil prices. “I think we're seeing some equilibrium in the $45-$55 range,” says Aanes. “Personally, I'd like to see it higher, but barring some Middle East political event, I think we're going to remain range-bound.”

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U.S. News & World Report, 7 reasons the stock market can continue to climb

March 7, 2017

Kira Brecht of U.S. News & World Report quotes Eric Aanes in an article about how the stock market can continue to climb. “Lower interest rates help consumers keep their debt payments lower,” he says. “In turn, this gives consumers more disposable income to put back into the economy to help businesses to grow.”

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Barron’s NEXT, How to talk about money (on Valentine’s)

February 14, 2017

Emily Bary of Barron’s NEXT features president Eric Aanes in a piece about why couples should discuss money before walking down the aisle. Eric suggests couples keep a separate checking account, divert cash into a savings account monthly and for some, get a prenup.

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