Normally, I don’t write a lot of newsletters on investment strategies. However, it’s been a tough market YTD, and the RORO (Risk On/Risk Off) strategy has killed it. So, I decided to discuss this strategy again, along with portfolio construction […]
Risk On/Risk Off Model Returns 3.79% in March and 17.86% YTD Read More »
Sign up to learn more, including a WEBINAR on demand. Click on the following to sign up: www.advisorshare.com/medically-underwritten-spia FYI, the max issue age for this new SPIA is age 95! This SPIA is for Clients CURRENTLY Receiving Nursing Home Care
New Medically Underwritten LTC SPIA Will Change Lives Read More »
Roth IRA conversions are white hot right now as a tool advisors can use to find new clients (ones with large IRA balances). It’s for this reason that we spent time creating the following: 1) Creating the “only” accurate Roth
Roth IRA Conversions vs. 2nd-to-Die Life Insurance Read More »
AI (Artificial Intelligence) is everywhere! Advisors seem both excited and scared at how AI will transform the industry over the next 12 months, the next several years, and beyond. I have my thoughts on AI and what will happen to
Roccy’s 1st Annual AI Investment Research and Portfolio Design Survey Read More »
Webinar with Attorney Robert RikardMarch 19th at 1:00 PM EST Click on the following to sign up for this one-of-a-kind webinar: https://advisorshare.com/ira-rescue Robert is the #1 attorney in the industry who focuses on suing insurance agents over abusive IUL sales.
IMO Promotes IRA Rescue Using IUL at Same Time Law Firm Files Lawsuits Read More »
I had another newsletter ready for this week, but then the U.S. declared war on Iran. As the leader of our RIA and Anti-TAMP platform, Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, is always timely with
When War Breaks Out, Client Communication is Key (Free Client Form Letter) Read More »
April 16-17, 2026 To DOWNLOAD the FULL Vegas agenda, click on the following link: www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf Sign Up Right Now To Attend! If you know you want to attend, click on the following to use an online sign-up form: www.advisorshare.com/las-vegas-signup-2026 5-Pillar
Roccy’s 2-Day Education/Marketing Seminar is Coming Back to Vegas Read More »
It’s been a while since I covered an investment strategy, so I thought I’d do one this week on a very interesting Risk On/Risk Off (RORO) strategy. RORO is available on the “Anti-TAMP” I’m not just covering this as an
Risk On/Risk Off Strategy Returns 8.23% in January and 27.83% in 2025 Read More »
