The Strangest Investment Strategy Ever Created "Asset rebalancing" may be the strangest investment strategy ever created and unfortunately, this a strategy we are seeing more frequently in 401k plans, 403b annuities, as well as in section 457 deferred compensation plans that we advise on for our clien......
Reverse Merger, IPO Or Direct Public Offering (DPO), Which One Is Right For You? direct public offering is when a company raises capital by selling its shares directly to what is refer to as affinity groups, unlike an IPO which are sold by a broker dealer to its customers and the general public through other broker dealers who have c......
Mutual Funds: Are You Paying Too Much? If you think mutual fund performance is the whole story, watch out! You could make a very expensive mistake by not considering the costs of a mutual fund! The lower a fund's costs, the higher percentage of your fund's real return you receive. You can cont......
Are you suffering from payment protection overload? Critical illness insurance:
Critical illness insurance will cover you in the event of a serious illness such as cancer, coronary artery by-pass surgery, heart attack, kidney failure, major organ transplant, multiple sclerosis and stroke. Additional co......
Ten New Investment Concepts, the Time has come… There's a rumor going around that the Mutual Funds are broken and just can't work anymore, for a multitude of reasons. They've tried index funds, but these, too, have been less than impressive since they hit the street a few years back, and are now being ......
