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About Annick Rodarte

Annick is the Executive Researcher for Wealth Guardian Group, ensuring up-to-date compliance, as well as managing financial integrations across the Wealth Guardian Companies. Annick has been with the Wealth Guardian Group since Jan 2013. Annick obtained her degree in Legal Studies from the Phoenix College
15 10, 2020

Bear Market-7 Strategies to Handle One

By |2020-10-15T10:27:05-07:00October 15th, 2020|Advisory|0 Comments

Bear Market-7 Strategies to Handle One "Bear market" is a term that refers to a widespread decline in the values of investments. The drop in value must be at least 20%. In this article, we will go over 7 strategies for successfully handling a bear market. Keep Your Emotions in the Proper Place When [...]

7 10, 2020

Tax Audit-Common Questions Answered

By |2020-10-06T12:08:32-07:00October 7th, 2020|Tax|0 Comments

Tax Audit-Common Questions Answered Tax audit-a phrase that strikes fear into most hearts. A tax audit is something we all want to avoid, but many are not prepared for what to expect. This article will answer some common questions about dealing with a tax audit. How Likely is a Tax Audit? This is one [...]

30 09, 2020

Common Probate Terms

By |2020-10-01T09:07:11-07:00September 30th, 2020|Legal Documents|0 Comments

Common Probate Terms There are common probate terms that you will come across during the course of your proceedings. Below, we will define these common probate terms to help you better prepare for carrying out your duties. Probate Before going into specific probate terms, it is important to briefly define what probate is. Probate [...]

24 09, 2020

Mistakes to Avoid When Buying an Annuity

By |2020-09-24T14:50:33-07:00September 24th, 2020|Financial|0 Comments

Mistakes to Avoid When Buying an Annuity There are at least five common mistakes to avoid when buying an annuity. Annuities can be great financial planning and retirement planning tools. But not all annuities are created equal. This article is going to outline these fives mistakes so you can purchase the right contract for [...]

9 09, 2020

History of Taxes in the United States

By |2020-09-24T15:34:35-07:00September 9th, 2020|Tax|0 Comments

History of Taxes in the U.S. The history of taxes in the U.S. may be shorter than in other countries, but it is full of information. In this article, we will go over a condensed history of taxes in the U.S. and how the past affects us today. Early History of Taxes Before the [...]

2 09, 2020

Celebrity Estate Planning Mistakes-Part 3

By |2020-09-24T16:15:33-07:00September 2nd, 2020|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes This is the third installment in our celebrity estate planning mistakes series. In this article, we will go over the mistakes Princess Diana, Florence Griffith Joyner, Jimi Hendrix, Jenni Rivera, and Michael Jackson made. We can all learn from their mistakes and protect our families. Princess Diana Died: August 31, [...]

27 08, 2020

Whole Life Insurance Basics

By |2020-09-24T16:33:24-07:00August 27th, 2020|Financial|0 Comments

Whole Life Insurance Whole life insurance is a type of life insurance. It is sometimes referred to as permanent or traditional insurance. In this article, we will go over the basics of whole life insurance to help you determine if it is the right choice for you. The Basics Whole life insurance provides coverage [...]

19 08, 2020

5 Myths About Working with a Financial Advisor

By |2020-09-24T16:35:59-07:00August 19th, 2020|Advisory|0 Comments

Myths About Working with a Financial Advisor A financial advisor can be a valuable resource on your life path. But there are many misconceptions about what working with one involves. In this article, we will debunk five myths about working with a financial advisor. 1. Only Extremely Wealthy People Need a Financial Advisor Some [...]

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