Turn Your Headlights On!

Turn On Your Headlights!


Don’t Drive into Retirement Without a Plan


If you’ve ever traveled to second or third world countries, you knew you were not in Kansas anymore. Having lived a sheltered life in the Midwest and an Army Tour in Germany, I was not what you’d call a seasoned traveler. This cultural education occurred for my new wife and I on a romantic adventure together in Rio

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Did You Say 8% Guaranteed ??

Posted on: September 2, 2015 9:00 am
Tags: Annuities, Income, Safety, Guaranteed,

Recently, I received a call from my office telling me one of my clients put in sell orders and it looked like he was transferring all of his money out. This is not any ordinary client. He is a special client we’ll call Fred. He has been with me since the 90s. His late father

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Finding the Limitations in Your Investment Process

Posted on: May 18, 2015 1:00 pm

I attended a conference recently where one of the speakers was the head portfolio manager of legendary investor George Soros’s family office. This guy was good. He touched on nearly every hot button issue in the markets and the the economy. After giving his take on

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