Does anyone have a good outline of what they do when they first sit down with a proscpect? What steps do you go through with them and how do you discuss the working relationship? Please be as detailed as possible.
Marc Chaikin, stock market expert and the creator of Chaikin Money Flow, demonstrates how to build portfolios that outperform the market and beat robo advisors. He'll demonstrate the simple way to find trends in equity sectors—and use a combination of stocks and ETFs to construct strong client portfolios....More
Say “retirement plan” and most people today think 401(k). 403(b) plans are generally considered the exception or the anomaly, and until several years ago, they really were quite different from 401(k) plans....More
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More