Investment Adviser Mistakes
November 8, 2019
Paul digs into some of the most common—and potentially harmful—mistakes investment advisers make, and
Social Security Case Study
November 7, 2019
Paul walks through the financial situation of a friend of his, and how social security planning benefitted him. Hour 3 of 3 recorded on 10/26/2019.
Dogs and the Stock Market
November 6, 2019
What do dogs and stock markets have to do with each other? An interesting new concept for a mall, a take on international stocks, and a look at the market and depression.
Millionaire Study
November 6, 2019
Paul digs into a recent study of millionaires entitled “Expected millionaire habits.” What made them who they are? It’s not always what you might expect. Hour 1 of 3 recorded on 10/26/2019.
Medicare with Jan Whitfield
October 21, 2019
10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield
Investor Education
October 12, 2019
All of our clients are welcome and encouraged to attend educational workshops in addition
Recent Annuity News – Safe and in Your Best Interest?
October 4, 2019
Roth IRA vs Traditional IRA
September 26, 2019
Are Things Changing?
September 17, 2019
Is There A Bubble In Index Investing?
September 4, 2019
Tortoises, Hares, and Computers (and stocks)
August 14, 2019
The Market – what’s going on?
August 9, 2019