Real-Life Lesson: Why You Should Self-Manage Your Investments
Real-Life Lesson: Why You Should Self-Manage Your Investments By Peter Rizzo Every week, we get a number of people who say, “I have my investments professionally managed.” Our response is that’s great, but you might want to look at the flexibility you’ll have by...
Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices
Checkbook Control of Your Retirement Savings Gives You More Than Just Freedom of Investment Choices By Peter Rizzo Many of our clients have reported back that when they got checkbook control of their retirement accounts, they got much more than an increased number of...
What the Executive Order to Delay the Dodd-Frank Act Means for You
What the Executive Order to Delay the Dodd-Frank Act Means for You By Peter Rizzo Ever since the Executive Order was signed, our phones have lit up from clients and prospects asking how this will affect them. It is not a real repeal of the act, but a delay to...