A Good Way to Think About ESG
April 14, 2022
While watching some financial news this past week, Paul found someone with a good
Not Reading Into the DOW Transports
April 13, 2022
Paul shares an article called “Dow Transports Getting Dangerously Close to a Bearish Signal”
This Advisor Exam Is Not Enough
April 12, 2022
After looking through the educational materials for the Series 65 exam, Paul finds why
Learning About Qualified Longevity Annuity Contracts (QLACs)
April 11, 2022
Have you ever heard about or been offered a qualified longevity annuity contract? Today,
A Surprising CNBC Interview With Tastytrades Founder
April 8, 2022
Tastytrade Founder and Co-CEO, Tom Sosnoff, was interviewed on “Squawk Box” and made some
Older Employees Share Regrets About Retirement Saving
April 7, 2022
Do you have a realistic picture of what your retirement income will look like?
Advisors Are Falling Into an Obvious Trap
April 6, 2022
Investors get stereotyped for letting behavioral biases drive them into poor investment decisions. Are
Would a World Currency Hurt the Dollar and My Investments?
April 5, 2022
A listener asks about the investments in her retirement plan because she’s concerned that
Keeping Yourself Safe From Cyber Attacks
April 4, 2022
While Russia has made it clear that it plans to continue engaging the West
Listen to This Before You Co-Sign a Loan
April 1, 2022
A recent story that started off as a parent wanting to help their child