Preparing For the Next Recession

After waves of speculation in 2019, fears of a severe, imminent recession have mostly subsided within the U.S. financial industry. Stock market indices posted significant gains in 2019, and the yield curve inversion on 3-month and 10-year U.S. Treasury securities disappeared in November.

When Clients Ask: Where Will My Retirement Income Come From?

How much of retirement income needs to come from savings? Have you ever found yourself lost when visiting a new place? Then you know how hard it can be to find something when you don’t know where you are going

Getting a Marketing Edge – With Cash Back

New technology. Decreasing commissions. Increasing costs. All combine to make growth and sustainability for agents and brokers tougher than ever before.

TrumpCare: Is This a Health Care Bill or a Tax Bill?

he long-awaited GOP legislative response to “Obamacare” has finally arrived. Originally on March 6, 2017, House Energy and Ways And Means Committees introduced the American Health Care Act (AHCA) as a replacement to the Affordable Care Act (“Obamacare”).

GOP Advances ‘American Health Care Act’ as ACA ‘Replacement’

Republican lawmakers unveiled their plan to replace the Affordable Care Act, Obamacare, Monday, finally making good on a seven year promise to provide an alternative. Enter The American Healthcare Act.

A Correction is a Beautiful Thing

A correction is a beautiful thing, simply the flip side of a rally, big or small. Theoretically, even technically I’m told, corrections adjust equity prices to their actual value or “support levels”. In reality, it’s much easier than that.

First Takes on U.S. Election Results and Impact on Financial Services Industry

Boston, November 9, 2016 – In the wake of last night’s U.S. election outcome, Aite Group analysts consider what the Trump presidency will likely mean for the financial services industry.

The Keys To Building Strong Relationships

We have all been taught that communication is fundamental for a strong, successful relationship. As simple as this concept may initially seem, relationships can quickly become tested due to differing expectations and communication styles

Considering Life Insurance Products for a Modern Economy

Baby Boomer nostalgia takes many forms: the ’57 Chevy Impala convertible my mother let me drive every now and then; the incredible smorgasbord of music that began to emerge in the mid-50’s; and for this 50-year veteran of the life insurance business – the TV show Father Knows Best (1954-1960) .

Glory Days

Does having the opportunity to reflect on a game winning shot, goal, homerun or touchdown make you more likely to succeed in your financial life?