Blogs

Target date funds began in the early 1990’s.  I always disagreed with the concept. I will agree that they are ...

In my 40 plus year career I have been a securities broker and an investment advisor representative.  Whenever someone found ...

After much thought I decided to rerun this blog.  It is an oldie and an extremely interesting unbelievably true story.  ...

It was later in the year when I wrote about my past real estate investment saga.  Since the revelation of ...

Recently a young widow was referred to my firm by a CPA.  Her name was Maria and she needed money ...

Insurance is not a subject anyone wants to talk about.  Disability insurance is discussed even less.  The reason I am ...

The following is part three of my blog regarding women and finance.  And once again, please do not be offended ...

In continuance of last week’s blog, Women’s low confidence hurts them in the workplace, financially and in other life achievements.  ...

I am a bit late writing about this, but felt compelled to add to the story. From the TV news ...

Some time ago I was reading an article from Investment Advisor Magazine that discussed a book “The Confidence Code: The ...