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Wealth Accumulation
Financial advisors interested in investments and issues surrounding the creation of wealth will find insightful and informative content in this section. Strategies and products designed to create financial independence are addressed in this section by some of the nation’s leading academic thought leaders and money managers.
Investment Choices Among Generations
Craig Lemoine, Assistant Professor of Financial Planning speaks with correspondent Bill Cassidy about investment choices among different age groups as well as how our nation’s asset allocation is affected by international economic turmoil.
Recent Wealth Accumulation Videos
Professor Craig Lemoine discusses how often an investor should reassess their asset allocation.
Eric Cott, Director of Financial Advisor Education for the OIC, discusses addressing the discomfort that surrounds option investing.
Eric Cott, Director of Financial Advisor Education for the Options Industry Council (OIC) discusses options investing.
Phil Cannella, President and CEO of the First Senior Financial Group, discusses basic flaws that contribute to a consumer’s lack of financial control.
Professor Mary Quist-Newins discusses the problem of retention in the financial services industry.
Tom Virkler, Director of CPS Advanced Markets discusses term policies in a 1035 exchange.
Professor Mary Quist-Newins discusses the results of new research from The American College.
Kevin Lynch, Assistant Professor of Insurance, discusses how increased taxes affect the nation’s ability to save.
Tom Virkler, Director of CPS Advanced Markets discusses the benefits of a 1035 exchange.
Kevin Lynch, Assistant Professor of Insurance, discusses the varying expert opinions of our nation’s savings rate.