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Getting good referrals comes down to the basics, a NAIFA speaker said.

Ideally, you want to target your 10 best clients for referrals. Stephen Mathieu shared a few things he has learned about getting referrals during his 35 years in financial services.

—Asian stock markets rebounded Wednesday after Wall Street fell on weak retail sales as investors awaited an update from the Federal Reserve on possible plans to reduce U.S. stimulus. Shanghai, Tokyo, Hong Kong and Sydney advanced. Wall Street's benchmark S&P 500 index declined Tuesday from a record high after U.S. retail sales in July were weaker than expected.

“The late' 50 s to early' 60 s is the perfect time to increase your savings, build out your stake in safe money products, and re-evaluate your portfolio.” Many investors, especially those within ten years of retirement, look for guidance as they near the spend-down stages of their lives. Conventional financial advisors tend to focus on wealth accumulation rather than…

The portfolio consists of 149 high-quality distribution buildings strategically located across 12 major industrial U.S. markets, including the Inland Empire, Dallas, Atlanta, Phoenix, Chicago, Houston, Tampa, Orlando, San Diego and the Baltimore Washington corridor. Following the completion of the sale of the portfolio, KKR will continue to own over 20 million…

Investing in cryptocurrency can be as easy as a few taps on your phone, and with crypto all over the news and coming up in conversations with friends, it’ s tempting to dive right in. However, depending on your financial situation and appetite for investing risk, crypto might not be an appropriate investment for you right now— or ever. “I am the biggest crypto hippie you’…
A flurry of lawsuits is keeping courts busy trying to untangle an alleged IUL sales fraud scheme.

Authorities say Martin Ruiz misappropriated more than $8 million of client funds, transferring those funds through a series of entities Ruiz also controlled, and spent the vast majority of the funds on personal expenses.

Japan's benchmark Nikkei 225 sagged 1.7% to 27,502.21 in afternoon trading, while Australia's S&P/ASX 200 slipped 0.5% to 7,591.70. Japan, Thailand and Malaysia are among nations reporting several record daily new cases recently and vaccination rollouts in many countries have been unsteady or outpaced by virus surges. “Asia remains the epicenter of the…

Do you think you may be ready to retire and want to apply for Social Security benefits? Most importantly, you should study your future financial needs and obligations, and estimate your future Social Security benefit. The easiest way to estimate your future Social Security benefits is with a personal my Social Security account.

Finance is the lifeblood of businesses and people; simply put, it is a study of money management and how it affects business and our personal lives. In other words, how to save and spend wisely. Many of the students in my finance courses are initially apprehensive about the course itself.

Asian shares fell Thursday as caution set in among investors after banks and industrial companies helped lift stocks mostly higher on Wall Street. Japan's benchmark Nikkei 225 edged down 0.2% in afternoon trading to 28,024.44. Hong Kong's Hang Seng declined 0.5% to 26,531.74, while the Shanghai Composite fell 0.3% to 3,523.91.
Insurance technology use is growing quickly.

Retirement plan participants are worried about running out of money, losing income or not being able to afford medical expenses, according to an American Century survey.

Today I offer a reasoned rant about the high costs of our federal government's Zero Interest Rate Policy. If you wonder what that policy is, just think about the amount of interest you now receive on your money in the bank and have for more than a decade. First, I must mention a great quote of President Truman.
Americans used more stimulus money to pay down debt as time went on.

The data shows Americans saved more of their money during the pandemic, largely because they could not spend it. But studies are showing that Americans might be changing their identity from consumers to savers.

WASHINGTON- U.S employers added 943,000 jobs in July and drove the unemployment rate down to 5.4% in another sign the economy is bouncing back with surprising vigor from COVID-19. “That is a definite downside risk,'' said Rubeela Farooqi, chief U.S. economist at High Frequency Economics.” The Labor Department collected its data for the report in mid-July before the…

As part of TCRS’ 21st Annual Retirement Survey of Workers, one of the largest and longest-running surveys of its kind, the new study examines the retirement outlook of Generation Z, Millennials, Generation X, and Baby Boomers. “Workers are weathering a public health crisis and contending with fears about the virus and vaccinations, concerns for family and friends,…

The incentive recognizes crew who have taken the time to protect themselves, each other, and our communities by being vaccinated, “said spokesman Charles Kurtz. The Malvern- based investment giant follows companies such as Kroger, Walmart and JBS and cities in New York, Louisiana and California, which offered bonuses, prizes and even scholarships to vaccine…

—Asian stocks rose Thursday after the Federal Reserve kept its accommodative monetary policies and signaled that the U.S. economic recovery was on track. Tokyo's Nikkei 225 gained 0.7% to 27,782.42, while the Kospi in South Korea advanced 0.2% to 3,242.65. The Hang Seng in Hong Kong jumped 2.9% to 26,222.72.

Biases are well-known for pushing investors to make short-term decisions that endanger a secure retirement. But biases can be called on to help get people into plans and keep them there.

—Asian stock markets declined Wednesday after Wall Street pulled back from a record as investors awaited a Federal Reserve report for signs of when U.S. stimulus might be withdrawn. Shanghai, Tokyo and Sydney retreated while Hong Kong advanced. Investors were digesting U.S. earnings reports while worries increased after the Centers for Disease Control and…

Earlier today, the United States sold the sole copy of the Wu-Tang Clan album “Once Upon a Time in Shaolin,” which had previously been ordered to be forfeited as a substitute asset in connection with the approximately $7.4 million forfeiture money judgment entered against Martin Shkreli at his March 2018 sentencing.
Prosecutors suggest that Pope Francis and his top lieutenants were aware of some of the key transactions in the case.

Vatican prosecutors have alleged a jaw-dropping series of scandals in the biggest criminal trial in the Vatican’s modern history, which opens Tuesday in a modified courtroom in the Vatican Museums.