Author Archives

  • Avoid Those Baited Berko-Bites

    Recently a client brought in an article from the Sunday business section containing the always entertaining Malcom Berko syndicated column.  The title this week was “Avoid those equity-indexed Annuities”.  ‘Berko strikes again casting fear and disinformation’ would be a better title. As a seasoned financial professional with over 25 years experience including banking, insurance, brokerage […]

  • FINANCIAL PLANNING | Traits of a Good Investor

    What are the Traits of a good investor? We are increasingly finding there are many people out there we just can’t trust! It’s an almost weekly news item that some bank employee, financial advisor, or money manager took advantage of their clients and stole their money. One of the best things you can do for […]