QLACs may allay fears of dying ‘dead broke’

The Bakersfield Californian July 16, 2015 A client came into my office the other day. She was so excited about telling me an “amazing” story, which she somehow thought validated her long-disputed retirement plan. It seems her sister worked for an old country doctor in rural Kansas. Although the doctor was well into his 80s, … Read more

Portfolio Newsletter 2Q 2015

I am happy to report the performance of all portfolios continues to exceed my expectations. I hope you will be equally pleased. The continued source of these returns lies within the diversification and sector selection of the equity portion in these portfolios. In this newsletter, you will be updated on some structural changes, my strategic … Read more