Securities offered through United Planners, Inc.(UP) member FINRA/SIPC. Advisory services offered through RDA Financial Network. RDAFN and UP are not affiliated
Coralville, IA
Joined June 2011
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Dow 30,000, Not If Demographics Have Anything To Say seekingalpha.com/article/409…
Do you know the difference? Nominal vs. Real GDP, and the GDP Deflator investopedia.com/exam-guide/…
DOL seeks to delay fiduciary rule until July 2019 investmentnews.com/article/2… via @newsfromIN
What Is an Irrevocable Life Insurance Trust or ILIT? thebalance.com/irrevocable-l…
Social security benefit info, definitely worth a look. google.com/amp/amp.timeinc.n…
Wall Street Breakfast: Heavy Hitters Due To Report Earnings seekingalpha.com/article/409…
Rep. Wagner drafts bill to kill DOL fiduciary rule, replace it with best-interest standard investmentnews.com/article/2… via @newsfromIN
Are Stocks Adequately Compensating You For The Risk Of Financial Loss? $SPY seekingalpha.com/article/408…
Nice piece outlining current market valuation and historical relevance. Dirty Thirty $IVV seekingalpha.com/article/408…
Retiree health care costs rising faster than Social Security benefits investmentnews.com/article/2… via @newsfromIN
Must read for new graduates. The Richest Man in Babylon Audiobook | George S. Clason | Audible.com mobile.audible.com/pd/Busine…
If Trump Kills the Fiduciary Rule, What Does It Mean for Your Small Business? fundera.com/blog/fiduciary-r…
How often is your financial plan reviewed? Have your goals changed? Are you in a different situation? #communicate