Video
Clients' emotional attitudes towards their money is just as important as the actual dollars and...
Video
With an investments-only retirement strategy, it's hard to manage risks. Wade Pfau, Professor of Retirement...
Article
I read a recent article in Wealth Management, "Longevity is the Biggest Risk...
Video
DPL Consultant Ross McGoodwin looks at the option of a Multi-Year Guaranteed Annuity (MYGA) over...
Article
No matter what you think of annuities, they are growing in popularity and could provide...
Article
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Case Study
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...
Webinar
Article
As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...