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Jun 16, 2016

Estate planning attorney and MBA Richard Dwornik is here to review case studies and answer key questions on living trust provisions that can sometimes be misinterpreted.


Jun 15, 2016

CFP and Certified Investment Management Analyst Murray Titterington is here to review the IQ Wealth Black Diamond Dividend Portfolio, featuring only stocks that have increased their dividends for ten to twenty-five years or longer!


Jun 14, 2016

Ever wondered what formula the Fed studies in order to determine what they will do about interest rates at their next meetings?  It turns out they rely on a formula originated by a Swedish economist who died 90 years ago, called the "Natural Rate." Fed officials all agree on one thing--rates are probably stuck in low...


Jun 13, 2016

Gold has been one of the bright spots of the market in 2016 and is known as a "fear" commodity when currencies get volatile. The strong U.S. dollar has been the story in currencies for that past several years and the only game changer in markets has seemingly been whether or not the Fed tightens or loosens monetary...


Jun 10, 2016

Hillary Clinton and Elizabeth Warren want higher taxes on the rich, meaning the estate tax could be making a comeback. Steve and Sinclair have a Wall Street Journal report. Then Steve explains how annuities with income riders that can turn into death benefits actually work, and what you need to look out for.