-
By Gil Weinreich, AdvisorOne |
May 3, 2013
Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
-
By Bob Seawright |
April 29, 2013
When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.
-
By Bob Seawright, Madison Avenue Securities |
April 1, 2013
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
-
By John Sullivan, AdvisorOne |
October 25, 2012
Even if we don’t go over the “fiscal cliff” at year’s end, the cries for governmental austerity will only grow louder.
-
By Bob Seawright |
July 26, 2012
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
-
By Bob Seawright |
May 24, 2012
Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.
-
By Bob Seawright |
March 26, 2012
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
-
By Bob Seawright, Madison Avenue Securities |
November 23, 2011
Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...