Category Archives: Estate Planning

Investor Alert: Variable Annuities and Fixed Indexed Annuities

The Department of Labor announced the other day that it was delaying the effectiveness of certain part of their new fiduciary rule for 60 days. This delay was essentially requested by the Trump administration in order to evaluate the fairness … Continue reading

Posted in Asset Protection, Consumer Protection, Consumer Rights, Equity Indexed Annuities, Estate Planning, Fiduciary, Fixed Indexed Annuities, Investment Advice, Investment Advisors, Investor Protection, IRA, pension plans, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , ,

Faux Wealth Management: The Need for Integrated Estate Planning

A fellow estate planning colleague of mine called the other day and asked me to review a client’s investment portfolio for legal issues. I had previously reviewed my colleague’s portfolio and had pointed out some issues that were not consistent … Continue reading

Posted in Estate Planning, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Planning, Wealth Management | Tagged , , , , , , , , , , , , , , , , ,