Annuity Watch USA
This week, we’re joined by Nolan Baker, our Blue Chip Income Fund Manager, for a great conversation around income-focused strategies and market insights.
📻 Listen live this weekend for the full conversation:
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05/07/2026
Roth conversions are a popular buzzword in financial circles, but they’re not a one-size-fits-all solution.
In her latest Kiplinger Personal Finance article, President and CEO Cathy DeWitt Dunn explains why, and how to decide whether a conversion is right for you.
For more of Cathy’s insights, you can read the full article below!
We've All Heard the Buzz About Roth Conversions — But Here's the Reality Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.
03/26/2026
Planning on taking a vacation this year?
President and CEO Cathy DeWitt Dunn joined WFAA to share travel tips to help you save and stay on budget for your next trip. https://youtu.be/DlwqIN8Ywag
02/23/2026
Cathy joins Cleo Greene in studio on NBC DFW TX Today to discuss the best way to get started on your retirement plan as well as ways to ensure your current plan is working for you! Tune in Monday 2/23/26 at 11:30am CST!
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