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The Myth of Advisor Diversification

The Myth of Advisor Diversification

Almost weekly I speak with someone who believes diversification means using multiple financial advisory service firms to get a diversified portfolio. Upon further examination, I find that more often than not the exact opposite of this assumption is true. Let me explain.

Frustrated with C.D. Rates?

Frustrated with C.D. Rates?

Every day I meet with someone across from my desk who’s frustrated with the low interest rates C.D.’s are paying today on their savings. They remember the good old days not that long ago of when you were rewarded for having savings with interest rates of 5%-6% and you could live on the interest made […]

Guaranteed Retirement Income For Life

Guaranteed Retirement Income For Life

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.