New Fiduciary Standard Rule 401k IRA Rollovers

4 steps for Retirees

(The new rule is also known as the Conflict of Interest rule). American retirees better get used to a new word, fiduciary.  It’s pronounced (fi-do-she-er-ee). In a nutshell, retirees need to better protect their retirement “nest eggs” from financial predators’ Read More …

Are you invested with a Financial Drug Dealer?

How can you tell?  They don’t or won’t talk about much less recommend low-cost passive index funds.  And they don’t or won’t talk about or own up to fiduciary responsibility verbally or in writing.  They may use esoteric terms (words Read More …

The SPORT of kings, Dumb Ass Partner – why horse racing fans should be bank regulators

ap indy 3

According to the NY Times, “a 36th year went by without another Triple Crown champion, and California Chrome joined 12 other horses who could not get to the finish line first in the Belmont Stakes. Greatness is not prophesied. It Read More …