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A Long Way From The Kitchen Table

A Long Way From The Kitchen Table
John Kailunas II, founder of Regal Financial Group, Regulus Advisors and Regal Investment Advisor, remembers when he followed his dad’s lead 28 years ago, and sold life insurance sitting at

Beating the Robo-Advisor Any Day

Beating the Robo-Advisor Any Day
Despite the proliferation of new, do-it-yourself investment tools online, the traditional financial advisor is not going anywhere anytime soon.

A Client-Driven Practice

A Client-Driven Practice
Eric Kearney, Senior Investment Advisor of Retirement Wealth Advisors, empowers his clients to make sound investment decisions with the guidance, education, tools and resources he puts at their

No Barriers to Long-term Client Relationships

No Barriers to Long-term Client Relationships
Watching clients grow is its own reward. Screen potential clients by minimum assets, and you just might miss out on some rewarding relationships.

Creating Individualized Benefit Plans

Creating Individualized Benefit Plans
Customer service includes taking the worry out of crafting customized employee benefit plans for IRS review

Start with a Great Relationship

Start with a Great Relationship
Good wealth managers need to be relationship-builders first and investment advisors second. That is why Armand J. Del Medico, Senior Vice President – Wealth Management for ADM Wealth

Sticking with the Basics

Sticking with the Basics
Although investors might have different beliefs regarding the specifics of what makes their long-term investment portfolios successful, most would agree that achieving their financial goals is a top

When Wall Street Offers Free Money, Watch Out

When Wall Street Offers Free Money, Watch Out
If there were ever a time not to bet the moon on the stock and bond markets, it’s now, with U.S. stocks at near-record highs and interest rates on quality bonds at near-record lows. 

Financial Education for Kids Pays Off

Financial Education for Kids Pays Off
American teens ranked below average in a global study assessing financial literacy among 15-year-olds. Conducted by the Organization for Economic Cooperation and Development, the U.S.

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