For those of you that have been working with me for a while, you are probably aware of my distaste for private R.E.I.T.’s and many products that are pitched by other investment advisors.  As an insider in the financial services industry I’ve long since been amazed and sadly disgusted at the lack of both knowledge...Read More

Reading this article really hits home because this is the type of stuff that gives my profession a bad reputation at times.  So many unscrupulous salesmen are using phrases like “your principal is guaranteed” to mask the risks and drawbacks of certain products.  In this example an insurance broker is peddling an annuity product to...Read More