Archive for May 2018

Why Some Clients Should Take Social Security Early

Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…

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How You Can Finish Rich

David Bach, co-founder and Director of Investor Education at AE Wealth Management, talks with Evan Carmichael on his show about how to finish rich. Any testimonial statements herein may not be representative of the experience of other financial professionals and are no guarantee of your future success. The testimonials were not paid for. Results from…

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Wealth Report: Tariffs and Investment Strategy

President Trump campaigned on his and his voters’ belief that the U.S. was being taken advantage of by global trading partners such as China, Mexico and Canada by flooding the U.S. market with cheap steel, aluminum and other commodities and products using unfair trading practices. As of early spring, Trump has begun to fulfill his…

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Think Return on Retirement, Not Return on Investment

Your clients have worked their whole lives focusing on saving and planning for retirement. Now what? David Bach, 9 time New York Times Best Selling Author and co-founder of AE Wealth Management, speaks with Reuters’ Fred Katayama as they discuss what a client’s focus should shift to when they reach retirement. Click to Watch! This…

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