Retirement – Event or Process?
Nick Pagano begins a three part series that will discuss the 4 stages of retirement. This week you’ll learn about Stage 1 – "Pre-Retirement".
Date: September, 2016
Why Everyone Hates Banks – And Always Will
This week, the Wells Fargo circus continues, Donald Trump knows things about the economy, and stock trading increases "rapidly"
Categories:
News,
The Market
IRA 60 Day Rollover Rule Changes
Thad takes a deep look at the newest changes to the IRA 60 day rollover.
Categories:
Industry Ideas,
News
Are Mutual Funds Breaking Capitalism?
This week, we saw articles on beer company mergers, the blockchain, and once again, the Wells Fargo Scandal (we can't leave this one alone).
Categories:
News
Getting Clients’ Perspective
This Week Nick Pagano shares his conversations with two clients and describes how we add value to their experience in an industry where "all financial service companies are the same."
JPMorgan Admits It Didn’t Tell Customers About Conflicts
Jeff speaks on the Wells Fargo scandal and reminds us this is not the first time a big bank has had ethical problems.
Categories:
News
Are DOJ Fines Just a Negotiation Game?
This week, we saw articles on Deutsche Bank settlements, Aladdin (not the movie), and a brokerage firm that uses psychics.
Categories:
News
“I’ve Got a Guy”
This week Nick Pagano looks at the benefits of a team mentality in financial advising and the factors that you should consider when assessing your finances
Preparation is Better than Panic
Nick Pagano brings to light the unforeseen expenses that can occur during retirement.
Banking Scandals, AI, and the Future of Finance
This week, we explore articles on the Wells Fargo scandal, and robots. Lots of robots.
Categories:
News