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When Your Mom and Dad Have Money

When Your Mom and Dad Have Money

Your parents should be treated like people not numbers. Cookie Cutter solutions are abundant. If your parents are dealing with a retail brokerage like a bank or major investment company, they probably don’t realize that their “Financial Advisor” is either marching in...

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When 169 Million USA Shareholders Wake Up

When 169 Million USA Shareholders Wake Up

Where is the real power in the USA? Where is the real power in the USA? Over 169 million shareholders¹ in the United States are the sleeping giant of power. The time has come for the giant to awaken according to former Securities and Exchange Commission Chairman and...

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Money Management: Are You Paying Attention?

Money Management: Are You Paying Attention?

Make sure your money is in the right PLACE, with the right HANDS, NOW. When it comes to Money these are the essential things to look for: Get a Fiduciary who serves your account diligently. That means frequent, understandable reviews Make certain whoever helps you...

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Financial Advisor or Cog in a Profit-Driven Machine?

Financial Advisor or Cog in a Profit-Driven Machine?

You have a “relationship” with a Financial Advisor but, who and what is actually driving this affair?
This lady can’t tell the difference between a Financial Advisor and a Registered Investment Advisor. She’s ready to get help.
What are Financial Advisors’ real motivations?

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