1.

Interest rates have peaked. I’ve been trying to warn you. Our civilization is based on low interest debt so rates couldn’t go up much further on the longer-end. However, don’t fall for the current “bull” market. This is a short-term thing. Perhaps the parlance is “a bull rally inside a bear market.” Have your senior clients jump on these current rates while you can…

2.

I got an ad mailer from Value Line. Yes, that Value Line. We all had their stock binders on our desks back in the 80s and 90s. Each company had a desciptive page with good ol’ fashioned fundamentals and analysis. That’s when valuation and data mattered. Now The Federal Reserve controls the markets, so no need to worry about anything…

3.

Why does it seem like the US is in the middle of every crisis and war lately? It’s almost like we are using crises for some unknown reason. I would love to know our government’s objective…

4.

Don’t be confused into thinking upmarkets are making our problems disappear. Something bigger is going on behind the scene. It’s a time for caution.

5.

In this world of tumult and untrustworthy markets, the US Life NY index annuity with the 5 year CDSC is a winner! The annual cap is at 7.25% for the S&P 500, MSCI EAFE and Russell 2000. Why does it work for your senior clients? It has a 1% annual min. guarantee, there’s no volatility and their money is safe. Did I mention the 10% withdrawal feature? A five year CDSC is perfect too. Give NestEgg a call for help.