Apr 29, 2015
Steve and Sinclair review 3 key Social Security Strategies including file and suspend and maximizing the spousal benefit. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory Group, LLC, joins the discussion to review the "start-stop-start"...
Apr 28, 2015
Steve and Sinclair focus on real estate today, reviewing the potential opportunity in a high end mall REIT that Barrons thinks is underpriced and potentially a bargain. Michael Orr of the Cromford Report and the WP Carey School of Business joins the A-Team for the Q & A...
Apr 27, 2015
Steve and Sinclair review the Barron's Big Money Report, Spring of 2015 Edition, just released over the weekend. Hear key insights from the nation's leading institutional managers on markets, individual stocks and interest rates. See who is bullish, bearish, and neutral. Dan Shaffer of Shaffer Asset Management joins...
Apr 23, 2015
How exactly is your Social Security benefit calculated by the Social Security Administration? Sinclair and Steve review the process as seen on Fox Business. Hedge fund manager Jim Gentrup, CFA, joins Steve and Sinclair for the Q & A, and reviews his intricate process for selecting small and microcap stocks, with...
Apr 22, 2015
It comes as a surprise to many that U.S. banks are some of the biggest buyers of cash value life insurance in the world. Because of the guarantees, safety level, and tax advantages, over 64% of banks now buy high cash value life insurance for their reserves. Bank ing regulations allow banks like Bank Of America, Wells...