Billionaire Warren Buffett narrates a wonderful “Secret Millionaire’s Club” educational cartoon series for young children. We strongly urge parents and grandparents to review and introduce the series to family members and relatives. Learn about Stocks, Finance, building a Successful Business and Get Advice from Warren Buffett: http://www.smckids.com/
Your Financial Planning “Roadmap” With Indicator Advisory We all wish to manage our finances in a manner that maximizes our full satisfaction from each investment dollar expended. To accomplish this, we must set priorities to include personal money management as well as personal financial planning. Overall planning allows you to control your financial situation. Financial …
Your Financial Planning “Roadmap” With Indicator Advisory Read More »
Fiduciary Duty – Why And How We Advocate For Our Investor Clients Origin Shares of the first “mutual fund” went on sale on March 21, 1924. The fund was called the Massachusetts Investor Trust. The fund grew from $50,000 to $392,000 the first year! The popularity of mutual funds has waned in recent years and …
About The Elimination of Mutual Fund Deficiencies Within Variable Annuities To Benefit All Investors By Bob Kneisley, CEO, Indicator Advisory Corporation, Money Management Services Mutual Fund Deficiencies – A Long List Mutual funds have been around for a very long time. The first such fund was introduced on March 21, 1924. The fund offered an …
The Great American Recession…Cause and Safeguards “THE DANGERS OF WALL STREET” SERIES By Bob Kneisley (With excerpts from David Sington’s production of “The Flaw”) This is the tale of Dr. Greenspan’s “Wall Street” and the importance of investing in “assets” vs. “goods”. (I’ll explain that later.) When Alan Greenspan, Federal Reserve Chairman, appeared before the …
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On April 7 of this year, the House Ways and Means Committee unanimously approved sweeping legislation to increase retirement savings for Small Business Owners and their employees by using Pooled Employer Plans. The recent Secure Act (The Securing a Strong Retirement Act of 2021) provides the opportunity for separate, smaller firm employers who sponsor 401(k) …
Pooled Employer Plans (PEPs) – Retirement Plans For Small Businesses Read More »
While I am no economist, it does look like the economic scenario of today could mirror the roaring economy of one hundred years ago. The terrible Covid-19 pandemic, much like the Spanish flu of 1918, has cost far too many lives and has surely rattled the economy and introduced cultural/business changes, some of which will …
Has COVID-19 Re-Created The Economy of the 1920’s? Read More »
“College Is a Racket” That was the headline on the current Bloomberg Business week issue that highlighted a Harvard dropout that said she has a better way… The Bloomberg article points out that, statistically we currently live in the “golden age” of American higher education. Almost 70% of high school seniors graduating this spring will …
The “Phantom Fee” Phenomenon Life would be much simpler if we received a bill for all the charges that mutual funds levy against our investment progress. But, they don’t. Unfortunately, the Securities and Exchange Commission, (SEC), and the Financial Industry Regulatory Authority, (FINRA), do not require mutual fund issuers to list the several costs …
Hidden Mutual Fund Fees You Probably Don’t Know About Read More »
What To Look For In A Money Manager One of the questions we get asked most frequently is, “How do I choose a Money Manager to manage my wealth?” Whether you are a small, private investor or you represent a large organization, many of the same principles apply. These are a few criteria that …
10 Tips For Choosing A Money Manager For Wealth Management Read More »
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(419) 726-9000
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