Market Insight
The Markets – October 5, 2026 IN THE MARKETS Stocks mixed the week ending October 2nd, 2026, as the Nasdaq Composite rose 0.5%, while the S&P 500 fell 0.3%, the Dow Jones Industrial Average declined 1.3%, and the Russell 2000…
Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.
Blogs & Vlogs
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Quarterly Newsletter: 2Q 2026 Recap & 3Q 2026 Outlook
GET READY FOR THIS QUARTER’S WEALTH PLANNING THEME Let’s get ready to rock your wealth planning needle! We’ll be scheduling your quarterly wealth planning session soon, and our focus will be on the agenda below. Please get ready to ask…
Annuity Misrepresentation & Fraud Case Study: George and the 3% “Misunderstanding”
George has been a client for a while, recently retired, and has plenty of money to get through retirement, though he worries about it all the time. It turned out that George had purchased a small (for him) index annuity…
Unsuitable Annuity Sales Case Study: The Teacher and the Worthless STACK of Annuities
Beatrice has been a client for many years now. Her husband, Jack, used to handle most of the finances, but since he died, Bea has dealt with me directly. Fortunately, Bea is quite well off. Between Jack’s retirement plan and…
Problems with Annuities Case Study: The Plumber’s Helper and Her Last $10,000
Marcie is divorced and is the 38-year-old mother of one child. She really has to scrape to get by on the $15,000 or so she makes a year carrying plumbing supplies and gluing plastic pipe. Like so many these days,…
Deceptive Annuity Sales Case Study: The Nice Man from the Library
This is a story we drew from for one of the very first chapters. Fred and Ethyl, both in their late 60s, went to a seminar at the local library, and would end up getting hard-pitched on a super-high commission…
Annuity Pitfalls Case Study: The PVC Tycoon
Harry’s in his early 70s and still runs several companies, the most profitable of which cranks out plastic in Georgia like you would not believe. Phyllis is his wife. They’re worth millions (mostly due to Harry’s grit and sweat) most…
Unsuitable Annuity Sales Case Study: The Rouge Broker and the Written Guarantee
This is one of the most incredible stories I’ve ever come across since entering the financial world as a young stockbroker in the early 1980s. I’d thought I’d heard everything, but this one just blew me away. The Annuity Letter…
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