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Archive for November, 2015


Fiduciary Responsibility

Is Wells Fargo working for its clients or shareholders?  Does it make sense for a Financial “Advisor” to be pressured to maximize the number of “products” that his clients have? “The issue now is whether Wells Fargo is stepping over the line, both by selling products to customers that may…

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2015 Year End Planning Checklist

2015 Year End Planning Checklist       Thanksgiving is here and Christmas is not far down the road. Here are a few tax specific items we recommend you revisit as 2015 draws near its conclusion. Capital gains – If you have a legacy stock you have owned for a…

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Worry-Free with index annuities … not likely

Index annuities were designed in 1995 to create CD returns.  That is what they have historically done and will continue to do.  While there may be anomaly years at times current offerings are pretty much going to give CD returns.  Unfortunately there are a lot of folks out there (including…

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