Educational Reports

Introduction to the Universe of Non-Stock Market Income Generating Alternatives

White Paper – Non-Stock Market Income Generating Alternatives

There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth ...
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Are Your Allocations Right For Social Security

White Paper – Are Your Allocations Right for Social Security?

Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social ...
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Understanding Social Security Benefits

White Paper – Understanding Social Security Benefits

Before you can retire, you should know what all of your sources of income are going to be, and how ...
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Are Your Allocations Right For RMDs

White Paper – Are Your Allocations Right for RMDs?

Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you ...
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Understanding Required Minimum Distributions

White Paper – Understanding Required Minimum Distributions

The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to ...
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Market Math Made Simple

White Paper – Market Math Made Simple

Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common ...
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The Hard Lessons of the Stock Market History

White Paper – The Hard Lessons of Stock Market History

If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends ...
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The Importance of Strong Financial Defense

White Paper – The Importance of Strong Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every ...
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