The DALBAR Quantitative Analysis of Investor Behavior (QAIB) has been released for 2022.  Every year, DALBAR ...

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  I’m fortunate enough to have a subscription to a financial newsletter by Paul Dietrich, the Chief ...

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As with some of my weekly newsletters, my topic of discussion comes from a conversation I had ...

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  If you have ever had to deal with an estate that was not properly established by ...

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  Well, the “chump was stumped!”  I had an interesting conversation with a client who is using ...

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  In this month’s ATLAS Annuity Rate Report, we’ll look at the highest MYGA and FIA rates.  Plus, ...

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