IFG Viewpoint & Outlook
Financial Literacy College Courses May Become Mandatory
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 22, 2019
Category: Investing
IFG Viewpoint & Outlook
Do You REALLY Want to Invest Like Warren Buffett?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 15, 2019
IFG Viewpoint & Outlook
RMDs Rules About to Change?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 8, 2019
IFG Viewpoint & Outlook
Withdrawal Tax-Traps You Want to Avoid!
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 28, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety – Part II
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 15, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety.
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 1, 2019
IFG Viewpoint & Outlook
College or Retirement: Does a 529 Plan Make Sense?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
May 20, 2019
IFG Viewpoint & Outlook
Are All Financial Advisors “True” Fiduciaries?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
April 29, 2019
Estate
Are You Managing Money? Maybe you should be managing risk.
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
January 28, 2019
Estate
Here’s Your 10-Point Financial Discussion Checklist!
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
January 13, 2019