The number of people living to --and past--age 100 is skyrocketing, statistically speaking. Its causing an issue not really seen much before--people outliving their life insurance policies. If you have the right kind of policy, no problem. If not, you could be out of luck. We'll explore a Wall Street Journal story where a family is suing Transamerica because, according to their lawyer, the insurance company should have known that grandpa would live past age 100. He bought the policy some 35 years ago! Then Steve will cover the various types of life policies and how to avoid outliving yours!
Estate planning attorney Richard Dwornik will join us soon to talk about what it means to be a Trustee in your own trust and what your successor trustees need to know, but first Steve will explain how $100,000 turned into three million dollars with some familiar dividend paying stocks using time, not timing, plus we'll look at another stock on the Black Diamond Dividend watch list..
It’s a TATRO TUESDAY—Bill will be joining us to discuss the markets and the economy, reviewing whether or not bonds belong in an investment portfolio at all these days—many analysts caution against the risk in bond funds and bond ETFs should interest rates rise significantly. Plus we’ll look at a stock you’ve heard of that outperformed the S & P by 65% in 2008!
...it’s a Larry Kudlow Monday!! The former Ronald Reagan economist, CNBC contributor, and syndicated radio host weighs in on money, politics, tax reform-- and more! Hear from Larry's guests who are truly movers and shakers in Washington. Lots to cover! You won't want to miss today's show!!
it’s a JOE FRIDAY! Joe Capitano will be here to bring us up to speed on the mortgage market, but first we’ll review and analyze more stocks on the Black Diamond Dividend Watch List—stocks with everything going for them except their current price. That means they are future targets. Join us, it will be a power packed show today
We ‘re going to pick up where we left off-- reviewing a number of high quality stocks on the Black Diamond Dividend Portfolio Watch List—high value companies that IQ Wealth expects to buy on market pullbacks. Some interesting names and stories, including two stocks currently up by more 350%!
We have a very special guest, the president of a 50 billion dollar life insurance company—one of the leading index annuity companies in the USA to discuss how they keep your money safe and secure, but first we’re going to start reviewing the Black Diamond Dividend Portfolio Watch List—these are excellent companies, currently overpriced that IQ Wealth is looking to potentially buy on pullbacks. Lots to cover today