Personal Finance

An Inconvient Truth About the Rollover IRA Market

If you were to survey most financial advisors and ask them who they believe is their toughest competitor in the rollover market you might get some interesting answers. Most advisors believe a local top producer team, wirehouse, or local registered investment advisor is cleaning up. Unfortunately, I am here to …

Read More »

What is Money

We all know what money is, which makes the title of this article rather odd. However, there is a bona fide reason for asking the question, “What is money?” Most of us are so familiar with money that we fall into the trap of the unconscious incompetent. That’s a person …

Read More »