Watch this video on YouTube Can a financial advisor represent your best interests and still earn a commission? Surprisingly, this can sometimes be the case. It’s up to you to find out. Being required to put the consumer’s interest first, which means...
Watch this video on YouTube In the airport shuttle taking us to our hotel in Mumbai, I looked out the window and thought, “We’re not in South Dakota anymore.” It was midnight and the streets of India’s largest city seemed as full of people,...
Watch this video on YouTube Annuities are popular investments; almost every new client I see has one. Part of any investment adviser’s due diligence is to understand the history and intentions of the investments in a portfolio. When I ask why someone purchased an...
Watch this video on YouTube A basic strategy for asset protection is to hold various assets in different entities. Putting real estate, small businesses, and other assets into trusts, corporations, or limited liability companies (LLCs) is effective protection that is...
