IS YOUR ADVISOR A FIDUCIARY?

Many years ago I was affiliated with an investment firm that was bought out by an insurance company. We were promised the deal would improve service and product availability. As an added bonus the new company provided health insurance coverage to its reps. Initially it was a good relationship, with them leaving me alone to run…

DO YOUR INVESTMENTS HAVE A FUTURE?

In 1975 an unsuccessful man by the name of Gary Dahl was hanging out with friends at their favorite bar. They happened to be discussing their family pets and how much trouble they were. The more they drank the louder they laughed until Gary, without any forethought, blurted out that he had the best pet…

GREED DRIVES SCAMS

There once was a farmer who wanted to raise a turkey so he built a pen with a nice bed of straw, fresh water daily and plenty of food. He put a baby turkey in the pen and each day checked on the bird, changed its water, and filled its food bowl. The turkey loved…