Archive for March, 2015


Gallup: Over 50% of Investors could Sell Stocks if Interest Rates Rise

Gallup recently released data from a survey of over 1,000 U.S. investors where findings reported more than half of polled investors have not ruled out the possibility of moving out of stocks if interest rates rise. Survey respondents also largely believe the U.S. economy will see rising interest rates in the near future, and the […]

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Indexed Universal Life Insurance Crediting Debate Update

The debate over regulating indexed universal life insurance interest rate assumptions looks to be nearing an end and as the dust settles it appears as though the whole life insurance coalition won.

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162 I do, I do, I do, I do

You’re probably wondering, “what’s with the crazy title?” Well, one of us getting married in a few months and is getting quite the education on weddings and I say “miscellaneous” costs that tag along for the ride. But don’t fret, if that’s of little interest to you, we’ve got plenty more to discuss

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161 You Can Be Objective and Still Be Wrong

Sometimes after we record the Financial Procast I realize that though we’ve discussed three or four separate topics with no apparent connection, a common thread emerges that ties them all together. Today’s episode is one of those moments. What is the obsession with “objective” financial advice? What does that even mean? And…more importantly, just because […]

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Whole Life Insurance Guaranteed Cash Value Gaffe: A Financial Planner gets it very wrong

Normally we are fine with leaving minor mistakes people make regarding various financial products alone—long time readers of this blog know we’ve sure made our fair share of editing booboos among the nearly 500 articles we’ve written in the past three years. Recently, we were called in to review advice (a second opinion) given by […]

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160 Are You Ducking Crazy?

Despite it being a bit of a slow week in the world of financial news, we managed to find a few nuggets that hopefully you’ll find interesting. Today we are talking about President Obama’s proposed budget for 2016…well not really. But we are discussing some of his proposed changes to how IRA’s are taxed–both in […]

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