Monthly Archives: March 2017

Smartphone App Hopes To Solve The Looming Retirement Crisis


Millennials lie awake at night most troubled about how they’re going to ever retire, a Schwab survey found.  A survey conducted by Personal Capital found 40% of them don’t even have a single retirement account. Stash Invest hopes to solve the looming crisis. The Stash app, available for both Android and Apple smartphones, lets you build your nest egg....More>>>

Americans are dying with an average of $62K of…

Youre probably going to die with some debt to your name. Most people do.

In fact, 73% of consumers had outstanding debt when they were reported as dead, according to December 2016 data provided to by credit bureau Experian. Those consumers carried an average total balance of $61,554, including mortgage debt. Without home loans, the average balance was $12,875.

The data is....More>>>

Wells Fargo Brand Still Tainted, Hurting Reps & Recruiting

12 Worst Financial Advisors in America: 2016

Advising Clients on Social Security: Talking Points, Part 3

IRS Issues Excise Tax Relief Related to DOL Fiduciary Rule

Wells Fargo has reached a $110 million settlement with its bank clients tied to as many as 2 million fake accounts. This news comes about six months after the bank agreed to pay $185 million in fines and penalties....More>>>

China’s Xi to meet Trump in Mar-a-Lago in April

Chinese President Xi Jinping and President Donald Trump will meet for the first time on April 6-7 at the latter’s Florida resort, China’s foreign ministry announced Thursday.

The future relationship between the world’s No. 1 and No. 2 economies has been uncertain following the election of Trump, who accused China during his campaign of unfair trade practices and threatened to raise....More>>>

Bulldog Investors, LLC Buys Japan Smaller Capitalization Fund, Great Elm Capital, Putnam Highome Sec

Saddle Brook, NJ, based Investment company Bulldog Investors, LLC buys Japan Smaller Capitalization Fund, Great Elm Capital, Putnam Highome Securities Fund, Central Securities, Clough Global Equity Fund, Delaware Enhanced Global Dividend of Beneficial In, Credit Suisse Asset Mgmtome Fund, New Ireland Fund (The), Delaware Investments Dividend &ome Fund, Liberty All-Star Equity Fund, sells First....More>>>