This 18th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last year. It’s for advisors who will have some free time this week to read items that can help them give better advice and grow […]
Roccy’s 18th Annual Thanksgiving Newsletter Read More »
Life of the Southwest (LSW) has been on a bad roll lately and has now been sued for deceptive IUL sales with a RICO (racketeering) count which comes on the heels of two other lawsuits: -LSW Sued in IUL Pyramid
LSW Sued for Deceptive IUL Sales (Class Action with RICO Count) Read More »
Why am I letting people read this book for free? I came to the conclusion that it’s far more important for the maximum number of people to read this book than it is for me to make X amount on
The Divorce Planning Guidebook—Read it for Free (paying it forward) Read More »
Most advisors are familiar with the Dalbar Study which compares historical returns of mutual funds, asset allocation, and bonds to those of the average investor. It’s a cool report, but Dalbar now charges $975 for advisors to access and use
2024 Morningstar Version of the Dalbar Study (average investor returns) Read More »
