The companies winning the global E-commerce boom. If you could go back in time and invest in Apple, Google, Netflix when they first became a publicly trading company wouldn’t you? In my opinion, it’s an amazing time to watch how Internet and E-Commerce companies have begun developing and within Emerging Market economies. With 6 billion shoppers, […]
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Watch the Video or Read the Article “What’s the deal with annuities?” Jerry Seinfeld is an excellent comedian and his show Seinfeld used to start with his monologue about a certain topic and it always started with “What’s the deal with….” So, this week I wanted to cover a couple topics regarding annuities. First, […]
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Watch the Video or Read the Blog Should You Fire Your Financial Advisor? Most investors don’t know how to ask this bold and straight-forward question. Here are comments and questions that many investors do ask themselves: “I have known my advisor for 20 years, but I don’t know if they’re doing a […]
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15% Apple Stock for 81-Year-Old Widow??? I have to share this shocking story with you about a meeting I had with an 81-year-old widow and the portfolio she had at a wirehouse, which I will not mention. She had just under $1 million in assets needed to tap into her portfolio for income. Her largest […]
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In today’s financial services industry the terminology is becoming ever more confusing. Advisor, Broker, CFA, CFP, AAIM, CIMA, and don’t forget the VHS, BETA and DVD (ha, the last 3 were to see if you were paying attention.) Now they throw in the word Fiduciary. I did some research and the word Fiduciary comes from […]
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