This Response Says it All…

Simon Black, edited Waterloo and the end of Napoleon On the evening of June 18, 1815, in the Belgian hamlet of Mont-Saint-Jean, nearly 70,000 troops under the command of the Duke of Wellington, alongside 50,000 allied Prussian soldiers, fought against the French...

Why We Love Annuites

  Jeff Woodard Jan 4, 2021 ANNUITY MYTHS: WHY WE LOVE ANNUITIES Various April 28, 2021 Popular speakers in the financial and retirement space like Ken Fisher and Suzy Orman have made annuities rather unattractive. The major objection has to do with the supposed...

Save Like Dave Ramsey – Just Don’t Invest Like Him!

August 01, 2020 I often get the question about Mr. Ramsey…here are my candid thoughts… “Ramsey is the pro bono financial adviser to millions of Americans who otherwise could never afford one.”—Politico.com There’s a gap in financial advice. Financial...

Demise of the 60/40 Portfolio

April 25, 2020 According to the Financial Times: “One of the basic rules of investment is coming unstuck, forcing some fund managers to rethink how they build their portfolios.” All to say the classic portfolio structure — 60% stocks and 40% bonds — might be a loser...

Qualified Plans: The Hidden Truth

For many people, the term 401k is synonymous with retirement preparation, and sometimes represents the full extent of their preparedness. Such accounts are often included as part of a benefits package provided by employers, and chances are if you have one, most of...