A week or so ago I had the privilege, for the second time, to visit the floor of the New York Stock Exchange during the trading day. The first time I was there was around 1998 when I traveled with a class of investment management students from the Gabelli school of business at Roger Williams […]
This spring a new law goes into effect designed by the Department of Labor known as the fiduciary rule. While there are many lawsuits in the making attempting to overturn parts of this rule, no one knows if there will be any changes. But as of now what the broker community knows is that soon,
When I say “Off the Grid” most people probably think of independence from the electric company via solar or the ability to have a self- sustainable food supply with a garden or raising livestock. In other words, living like people did many years ago, detached from power companies, grocery stores and town water. Staying with
There are certain times that I will invoke the use of a fixed index annuity or indexed universal life policy that have a certain crediting strategy that appears to be almost too good to be true. The indexed annuity or the indexed universal life fits certain portfolios for a portion of an overall strategy. If
