Let's Talk Investments | 5/17/25

• What is the one investment that has historically produced mediocre returns yet remains one of the best investments for many individuals, and why? • Is the 10.25% annual yield promoted by an "investment opportunity" named Yrefy realistic? • How often should you check the market value of your investments? You may be surprised. • Mark seeks Tim's advice regarding an annuity recommendation made by his current advisor. Greenspring Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.