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Investment News 7.8.19 Morningstar emphasizes new metrics Investment News 7.8.19 Morningstar emphasizes fees, performance in upgrade of fund ratings ” "In most cases, the outcome of an active mutual fund's performance does not always live up to its gra...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Investment News 5.1.19 Advisers put fundamentals ahead of sell-in-May Investment News 5.1.19 Advisers put fundamentals ahead of sell-in-May warning “The bull market may be long in the tooth, but the technicals of low unemployment, low inflation and positive GDP nu...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Investment News 4.25.19 8 adviser fears for 2019 Investment News 4.25.19  8 adviser fears for 2019 “Investors seek out information that confirms or validates their biggest fears and end up making hasty decisions,” said Ulin™...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
USA Today 4.25.19 8 ways to spring clean your finances USA Today 4.25.19 8 ways to spring clean your finances “A consolidated approach and having less accounts will help to provide a more streamlined approach to your money management approach,&rdquo...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Think Advisor 3.19.19 11 Financial Mistakes Retirees Make Think Advisor 3.19.19  11 Financial Mistakes Retirees Make “We remind investors to always consider the return ‘of’ their money as well as the return ‘on’ their money...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Investment News 2.25.19 Is a recession right around the corner? Investment News 2.25.19 Is a recession right around the corner?  “Regarding the 20% market drop at the end of 2018, we remind our clients and investors that it is possible to have bear mark...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
IBD 12.7.18 Advisors Use Analogies To Demystify Complex Concepts IBD 12.7.18 Advisors Use Analogies To Demystify Complex Concepts For Clients “Jon Ulin hosts a daily radio show called "Mastering Your Wealth." He strives to simplify complex concepts and often ...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Investment News 7.19.19 Golden opportunity to hedge risk Investment News 7.19.19 Golden opportunity to hedge risk “While the role of gold as a currency is ubiquitous around the world, knowing when or how much to hold in your portfolio can be a tricky ...more
Created By: Jon W. Ulin CFP
Created: Aug 18, 2019
Best. #NeckCreams ⭐️ A #SaggyNeck is one of the most age-revealing features but there are so many products on the market! What actually works!? In this article by @erikaxstalder for @refinery29 , Dr. J reveals her ...more
Created: Aug 16, 2019
Another Rideshare Rape is an Epidemic Women should never take a ride from a stranger because it’s dangerous – unless she’s paying the driver??? Wrong, of course. Uber and Lyft drivers provide paid rides to strangers a...more
Created By: Robert Siciliano
Created: Aug 16, 2019
6 More Places to Put Your Identity on Lock Down If you have been thinking about a credit freeze, you probably should know that the process is designed so that a creditor cannot see your credit report unless you specifically allow it. This process b...more
Created By: Robert Siciliano
Created: Aug 16, 2019
#BrownSpots Be Gone! You love living in South Florida, but you hate all the #sunspots? We have our state-of-the-art #Fraxel®️#Clear&Brilliant laser that can give you clear skin in just one treatm...more
Created: Aug 13, 2019
Southwest Florida Spotlight: Fort Myers Fort Myers In A Nutshell With a growing population of about 80,000 people, Fort Myers is the county seat of Lee County, Florida. Fort Myers epitomizes the tropical laid-back Southwest Florida lifesty...more
Created By: Richard J. Green
Created: Aug 13, 2019
“THE DARK END OF THE STREET”: CHEATING IS STILL A MAJOR THREAT TO A MARRIAGE BUT WE DON’T FULLY UNDERSTAND IT Infidelity is still one of the major reasons marriages break up. But we don’t understand “cheating” as well as we think we do. Why People CheatIs it true that infidelity always indi...more
Created By: Marie Piazza
Created: Aug 8, 2019
Should Life Insurance Policies Be Banned? It’s fair to wonder how many people would still be alive today if there were never any such thing as a life insurance policy. Personally I can’t imagine NOT having a life insurance policy ...more
Created By: Robert Siciliano
Created: Aug 6, 2019
How to wake up early if you're struggling hard Why Wake Up Early? This is a really fair question. As long as you complete your tasks and meet your goals, why should it matter what time you wake up? And if you’re not bound to any time agree...more
Created By: Jennifer Prufer
Created: Aug 2, 2019
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