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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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Jul 8, 2015

Ironically, Twitter may become a victim of the times it helped invent. So says Steven Sears, writing in Barrons. Steve and Sinclair review the stats on Twitter whose IPO has not worked out well. In the real world, Institutional money managers are using social media for financial intelligence more and more, but Twitter ranks last, after LinkedIn and Facebook for financial intel. According to the study, 20% of analysts first use LinkedIn to research industries, followed by 13% for Facebook, and 9% for Twitter. For market and event commentary, 18% turned to LinkedIn, 13% to Facebook, and 12% to Twitter. For investment products and services, it’s 13% for LinkedIn, 9% for Facebook, and 5% for Twitter. Sears reviews put, call, and collar strategies. In the Q & A, Pension and Qualified plan specialist Mary Read joins the A Team to discuss defined benefit plans, cash balance plans, and 401ks for small business owners. Mary has been instrumental in over 10,000 qualified plans in her career.