The U.S. government’s system of checks and balances applies not only to its distribution of power but also to its economic viability. The Securities and Exchange Commission regulates the investment industry, the Consumer Financial Protection Bureau safeguards the...
Usually when we get in the car to drive from Point A to Point B we have a plan. We know the direction we’re going and how we’re going to get there. We look it up on a map, get directions, or more commonly, we plug it into the GPS for those step-by-step turns....
The stock market is at an eight-year historic high. It’s propped up on excitement, enthusiasm, and positive vibes. Despite all the excitement right now, some of us remember the devastating crash that happened after 9/11 – and the crucial retirement income that was...
We’re going to talk about something today that may come as a shock to you. In fact, in the ten years I’ve spent advising people, not one person was aware of this common practice that occurs at all of the major investment companies. Are you ready? It’s called...
At the Retirement Specialty Group office, Phyllis is an important part of the team – she processes paperwork for clients, transfers funds, manages withdrawals, and also helps with a myriad of other things. Outside of the office she leads an interesting life as a wife,...
We’ll start off with a story today. About 12 years ago, when Anthony pastored a church in his pre-advising days, there was a lady named Ruth in his congregation. Miss Ruth, as he called her, was a widow who had accumulated $1.2 million in cash, as well as a farm. Her...