I saw the writing on wall, when the first non-broker trained CEO was appointed at MERRILL LYNCH. My boss, who answered directly to that CEO, said to me after first meeting him, “…some people make bold moves to climb to the top. Others hide behind them so they don’t get Read more…
Reawakening an American Dream: Creating Your Path to Financial Freedom Kevin J. Palmer ADD TO WISHLIST Paperback $17.95 $16.51 AVAILABLE ADD TO CART Rise Up and Build an On Ramp to Financial Freedom
History Repeats Part 1 of a 3-part series –Encore Performance from 2003 On September 21st 2003 I attended a cocktail party at the United States Merchant Marine Academy at Kings Point. It was the day before graduation ceremonies and I had an opportunity to speak with the Key note speaker Read more…
June 20, 2019 Fired UBS Broker Celebrates Expungement of Termination Notice by Jed Horowitz Enforcement, News UBS FABRICE COFFRINI / Staff / AFP / Getty Images A former UBS broker who said he was having trouble attracting customers to his independent advisory business because his discharge was posted on BrokerCheck won expungement Read more…
How to enjoy divine abundance in your life! By Kevin J. Palmer under American Dream, Media PLAY THIS RADIO OUTTAKE LOUD…. Audio Play Loud 00:00 00:00 Use Up/Down Arrow keys to increase or decrease volume. Kevin J. Palmer The Quiet Rich FacebookTwittergoogle_plusPinterestLinkedIn The information contained herein has been obtained from Read more…
Using cognition and personality to make financial decisions MARCH 1, 2015 By Kevin J. Palmer under American Dream, Media Audio Player 00:06 01:38 Use Up/Down Arrow keys to increase or decrease volume. Kevin J. Palmer The Quiet Rich FacebookTwittergoogle_plusPinterestLinkedIn The information contained herein has been obtained from reliable sources however may not Read more…
Fighting for financial freedom the path of totality in 2024 will be no wider than 2017. Looking at a map of the United States only 2% of the population will be in the direct path. Much like the distribution of wealth in America. In America, there is another path of Read more…
Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The (formerly ING) Cetera and (formerly AIG) Advisor Group entities are equal parts grand rafts of human financial advisory potential and leftover insurance broker culture that meant not only Read more…
Brooke Southall has hit the nail on the head about Cetera. Here is Part 1 of Her Story February 20, 2019 — 12:24 PM MST by Brooke Southall Brooke’s Note: There is something mercenary about the way that the former insurance broker-dealers get bought, sold, spruced up and staffed. The Read more…