▶ Having Direct Access to the Person Who Manages Your Money is Essential! - YouTube

▶ Having Direct Access to the Person Who Manages Your Money is Essential! - YouTube

When you give your money to a broker or advisor, he or she will typically sell you a packaged product such as a mutual fund, or annuity. That means they are handing your money off to someone else to manage. They are simply the "middle person"

▶ Putting Theory To Practice - YouTube

▶ Putting Theory To Practice - YouTube

Just as the viewpoints expressed in my articles are distinctly different, so is the way I privately manage money for a small group of people all across the nation. I provide my clients distinct advantages that they wont find anywhere else. For instance, my clients have the advantage of dealing directly with the person who manages their money—not some salesperson.
They have the advantage of using an advisor who recognizes the need to adjust the strategies and investments used as market and economic conditions change. Watch this short video to learn more.

▶ Equity Indexed Annuities: They Are Structurally Flawed - YouTube

▶ Equity Indexed Annuities: They Are Structurally Flawed - YouTube

Jeff Voudrie, wealth manager, introduces his series on the dangers associated with equity indexed annuities and why you should not buy one. In this segment, he provides a general overview and explains why he feels they are structurally flawed.

▶ Equity Indexed Annuities: No Such Thing As Past Performance - YouTube

▶ Equity Indexed Annuities: No Such Thing As Past Performance - YouTube

Jeff Voudrie, wealth manager, continues his series on the dangers of equity indexed and why you should NOT invest in one. In this section, he explains that since past performance isn't ever published, you are buying based on make-believe.

▶ You Don't Need to Pay Those High Fees! - YouTube

▶ You Don't Need to Pay Those High Fees! - YouTube

When you purchase a mutual fund you can end up paying as much as 5% up front, or be locked in the product for 8 years with back-end sales charges. Annuities are even worse. With annuities there are so many hidden fees that it's almost impossible to know exactly what you're paying for the product, but it can be as much as 4% per year! And many times you will be told by the advisor that "there are no commissions!". That is not true! There are fees, but they are not called commissions....Watch this video to learn more

▶ Introducing: The Portfolio Steward - YouTube

▶ Introducing: The Portfolio Steward - YouTube

Does your advisor have systems in place to closely monitor each investment in your account and to alert them if it starts to drop in value? I do. Ive invested 7 years and well over $100,000 developing and perfecting proprietary technology that does just that. One patent has already been awarded and three more are pending. Watch this video to learn more.

▶ The Protection You Need - YouTube

▶ The Protection You Need - YouTube

Its important to analyze what happened in the past if we want to try to prevent it in the future.
If youre like most retirees I talk to, youve spent years faithfully following the buy-and-hold advice of your financial advisor. You did well in the good years, but when values started dropping you didnt know what to do, and neither did your advisor. Watch this short video to learn more.