Special Needs Planning

#176: How To Start Planning For A Special Needs Child With Bob Cornelius

How to start planning for a special needs child: Special needs planning is really estate planning with specific changes to make sure the child is not going to lose government benefits going forward. Questions to begin with are…

Share
Elder Care

#176: How To Start Planning for Elder Care With Bob Cornelius, PC

Birmingham attorney, Bob Cornelius, PC, discusses with Jon Roberts the special attention that is needed when dealing with the financial situation in elder care. Bob’s law practice specializes in elder care and special needs and he shared with us his insights from his extensive years of experience.

Share
Interest Rate Increase

#139 A Small And Gradual Interest Rate Increase

We have received several comments from our listeners about an interest rate increase and how it will impact their investments. We believe the Fed now has the ammunition it needs to raise interest rates in their meeting this week. While we could see an interest rate increase next week, we believe it will be small and gradual. (More in the video)

Share
#121 Which Political Party Influences Better Market Performance?

#121 Which Political Party Influences Better Market Performance?

One of our viewers sent us a question asking for our insight on how the party of the president can influence market performance. The market historically does well in the pre-presidential election year and the election year but what is the best political mix for market performance? The answer is in the video.

Share
#94 Positive Market Outlook

#94 Positive Market Outlook

The top 31 banks passed the Fed’s stress test last week. We are beginning to see the banking system start to normalize. Combine this with the current low interest rates, and we have a very positive market outlook. More in the video.

Share