Investment Strategy

How to Make $175,000

Making money and saving money is hard. But if you have some money and some time then you can do some amazing things like...

Can Your Portfolio Take a 50% Loss?

It's impossible to have it all ways. In order to craft an investment portfolio that can act as an all-weather armadillo, you must be...

Did JP Morgan Know about Madoff?

Accusations are flying and the lawyers have been called in at JP Morgan to defend current and former executives, including CEO Jamie Dimon from...

The 8th Wonder of the World

Saving money is hard. But the earlier it's started, the easier it gets. I was stacking quarters the other night to explain the concept...

What’s Your Lifespan?

I clicked through this lifespan calculator offered by Northwestern Mutual. Just click here to calculate your lifespan. Drawing down 1% per quarter (4% annually)...

SEC’s Variable Annuity Special Bulletin

If variable annuities were easy to understand then the SEC wouldn't have to issue a special bulletin explaining them. Not that you'll learn much...

Heads I Win, Tails You Lose

The promises in some variable annuities are too good to be true–a realization being made by the insurers that made them. You can learn...

“Besieged” by Variable Annuity Cases

In 2012 variable annuity cases were the only class of security where arbitration cases increased. Recently, Diany Nygaard, a Kansas City, MO based lawyer...

Your Personal Financial Security Part II

Every Christmas we give our kids their age in cash—a tradition that began with Becky’s parents—making it fun to get older. Hard cold cash...

A Guaranteed Investment

You know there aren't many guaranteed investments out there today. But If you are a participant in a defined contribution plan, such as a...