Financial

Risk-Managed Portfolio Designed to Generate 8-12% in Annual Income Webinar on Thursday, April 30th at 2:00 p.m. EST If you missed last week’s newsletter, click on the following to sign up for the webinar: https://advisorsharewm.com/high-income Roth IRA Conversion Showdown: Right […]

Webinar on Thursday, April 30th at 2:00 p.m. EST To sign up for a webinar and/or to download the Fact Sheet on Joe Maas’s, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, high-income strategy, click on the following: https://advisorsharewm.com/high-income

To learn more about this NEW FIA (Fixed Indexed Annuity) product, click on the following: https://advisorshare.com/myga-and-cd-killer If you have clients who keep their “safe money” in Certificates of Deposit(CDs), this newsletter is for you. If you use MYGAs (Multi-Year Guaranteed

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

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

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

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

Below you can read about my personal interaction with a consumer last week who was sold a bonus FIA (Fixed Indexed Annuity) to “pay the taxes” on a Roth conversion. After my call, the client contacted Athene to exercise their