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Got an IRA in the Market? Your Choices May Be Shrinking

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The Wall Street Journal Reported on Friday that Edward Jones will stop offering mutual funds and exchange-traded funds that charge investors a commission.  Even if clients feel that these products are best for their retirement plans, due to the onset of new Fiduciary rules, Edward Jones and a growing list of other brokerage firms do […]

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P4P Key Speakers: The Real Estate Guys™

Blog, Planning for Prosperity,

Planning for Prosperity (NuView’s 4th annual alternative investment seminar) has been confirmed for September 29th and 30th at the Orlando Marriott located in Lake Mary, Florida. Every week leading up to the event, we will introduce a few key speakers so you can get to know them better and understand their area of expertise.

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Women: Be the Captain of Your Personal Financial Team

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Guest post by Mary Merrell Bailey, Esq. CPA MBA MS Taxation MS Accounting We women might not think of ourselves as rough, tough athletes, but we participate in this game called “life” for about 81 years – easily outrunning men by five years.  Yet, we are starting behind.  While recent studies reveal that financial capability […]

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It’s Summer, Don’t Get Burned

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Written by: Tyler Carter, Director of Business Development, NuView IRC, Inc. There’s a lot to enjoy about summertime, especially if you’re here with us in Florida. We have sunshine, beautiful beaches, and crystal clear spring-fed lakes. School is out and families are vacationing. No I’m not with the tourism board, I’m in the IRA business. […]

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