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Trump U. S. Department of Labor watchdogs just opened the door for private equity wolves to sell the highest cost, highest risk, most secretive investments ever devised by Wall Street to 401k plan sponsors.
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Behavioral finance tells us investors tend to hate losses about two and a half times more than we enjoy equivalent gains, and we will do just about anything to avoid losses.
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The SEC charged the wirehouse with not fully disclosing fees for five years
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Philanthropy will beat paying taxes every time.
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Well-structured emotional boundaries include limits, consequences, and consistent enforcement.
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“Medical CAre Planning” by Lee-Anne Godfrey
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“A Financial Planning Workshop” Part-2 by Gina Chironis,CPA/PFS
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“A Financial Planning Workshop” by Gina Chironis,CPA/PFS
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The Financial Sales Game – Presentation by Peter Kote & Don Vivrette
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Annuities and Mutual Funds – Presentation by Peter Kote & Don Vivrette
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