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19 Feb 2019

Bad News: Some Advisors Only Want You If You Have a $100,000 Portfolio

        Saving for retirement is hard enough, but now the big guys in the financial services industry continue to add more barriers to make it harder for average Americans to implement a successful retirement strategy. The latest examples come in the form of more lawsuits, regulatory challenges

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14 Feb 2019

Embracing Change When New Ideas Can Remedy Old Problems

      Concerns about the ability to lead a financially secure retirement remains a top priority for many Americans, according to a new survey by the American Institute of CPAs (AICPA).  In their new Personal Financial Planning Trends Survey, 30% of the CPA planners who participated in the survey

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12 Feb 2019

Two New Books Address the Practice of Wealth Management

    Wealth is an intriguing and divisive topic in politics and financial planning today. As a result, discussions about wealth, what it is, how to measure it and how to attain it has become a popular topic among advisors who are all contorting themselves into finding new ways to

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11 Feb 2019

Forget Trump’s Wall and Remember America’s Favorite Wars

    Citizens who are getting very involved in the predictable debacle of the Trump administration should also be reminded that the U.S. is currently involved in at least four covert wars and more secret wars, perhaps in South America and the Middle East. Wars seem to be an essential

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07 Feb 2019

Meet America’s Biggest Socialist Corporations

    In his State of the Union speech, Donald Trump predictably made a number of controversial, inaccurate statements. However, one which caught many people off-guard was his comment that America would never be a socialist nation. In his speech, Trump said: “America was founded on liberty and independence and

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The Progressive Investor