Health Savings Accounts
This week Chad and Thad discuss HSA accounts and their benefits as investments
Category: Gainplan Facts
Rethinking Retirement
This week Nick Pagano takes a closer took and retirement and how it has changed dramatically over the last few years.
A Look Back In Time
This week Nick Pagano looks at how the world has changed in the past century and how that translates into finance
Categories:
Family,
Gainplan Facts
The Hidden Costs of Variable Annuities
This week we look at variable annuities that are not as a good a deal as some would want you to believe, the uphill battle autonomous cars seem to be moving towards, and corporations using international tax law loopholes. Check out what we're reading this week...
Retirement Lessons for 2016
This week Nick Pagano talks about retirement and how it has changed over the years
An Independent Advisor Finds His Freedom
Diamond Consultants case study on Jeff Ivory
Categories:
Gainplan Facts
Sequence of Return Risk
This week Chad and Thad discuss the Sequence of Returns Risk and how it is present anytime there are cash flows in an investment portfolio.
Questions to Consider When Selecting a Financial Planner
Our Chief Compliance Officer Wayne Bell-Warren reviews several items to consider before hiring a Financial Planner.
Wine Tasting, Retirement and 401Ks
This week Nick Pagano talks about how retirement planning has changed so dramatically in the last 30 years, and how getting involved early and aggressively into your personal planning can be incredibly beneficial in the long term.
The Need for a Financial Advisor
This week Nick Pagano discusses the Client / Advisor relationship, and how continuous service is better than a short term relationship in times of financial need.