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21 Feb 2019

Dems Should Expect Vicious Attacks From Republican Forces

“I am running for president, but this won’t be easy. We’ll be taking on the entire financial establishment and a corporate media who have long dismissed us and our ideas as ‘radical’ and ‘fringe.’” –Bernie Sanders (Ind-VT) and Democratic Presidential Candidate       Bernie Sanders is a clear, direct

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19 Feb 2019

Kamala Harris and Now Beto, Falter and Become Defenders of Capitalism

        UPDATED, MARCH 14, 2019–In his announcement today saying he was entering the 2020 presidential race, Congressman Beto O’Rourke (D-Texas) dispelled his maverick image by saying he was a capitalist. In his announcement, O’Rourke, who has few legislative accomplishment to tout, said “”I’m a capitalist. I don’t

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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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