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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Oct 18, 2016

Harvard and Yale are at it again, and the competition is fierce. In the most recent battle, the score was Yale: 3.4%, Harvard minus 2%! Contrary to popular impression, universities earn their living not just by teaching and charging tuition, but by investing their endowments—in other words, the donations they receive. Once considered a great way to invest, endowment strategies have tanked, according to the Wall Street Journal. Steve and Sinclair have the report. Then Steve reviews when to avoid, accept, reduce, or transfer risk in your portfolio.