Secret Millionaire’s Club

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

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 …

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About The Elimination of Mutual Fund Deficiencies Within Variable Annuities To Benefit All Investors

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 …

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The Great American Recession…Cause and Safeguards

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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Pooled Employer Plans (PEPs) – Retirement Plans For Small Businesses

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) …

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Hidden Mutual Fund Fees You Probably Don’t Know About

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 …

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