What We Do
We provide FREE Facts, Insights, and Services to people who invest their assets in the U.S. securities markets. We focus on four areas that have the greatest impact on the achievement of your financial goals: Retirement, Investing, Wall Street, and Advisors.
- Facts: You need facts, not sales pitches, when you make financial decisions
- Insights: We expose Wall Street tactics that damage you
- Services: We help you check performance, credentials, and advisors
We provide Facts and Insights into issues that have a major impact on your ability to accumulate and preserve assets for your retirement years. How much money will you need?. How much risk should you take? What if you fail?
Burying your retirement assets in the backyard is not option. You have to invest in assets that produce income and appreciation. This reality exposes you to financial risk. Your biggest risk is substantial losses due to bad advice, bad products, and bad markets. How do you protect your financial interests?
Wall Street advertising touts its knowledge and trustworthiness. Wall Street business practices are another story. You have seen the headlines. Wall Street is infamous for doing what is best for Wall Street (shareholders, executives, managers, advisors). We expose predatory business practices so you can avoid them.
Good advisors and bad advisors work at the Wall Street firms. Unfortunately, they look and sound a lot alike. How do you tell them apart? Good advisors help you achieve your financial goals. Bad advisors sell bad products that produce bad results for excessive fees and commissions. We help you avoid bad advisors: