Who Really Owns Your Investments?
The well-known retirement industry entrepreneur urges advisers to understand "UCC Article 8," the vulnerability of the claims we think we have on our investments, and the wisdom of diversifying...
Don’t Let Commoditization Sneak Up on You
Our guest columnist, creator of the Wealth2k advisor marketing and income planning tools, learned a valuable lesson about commoditized workers during a 2010 visit to an athletic shoe factory...
For B-Ds, Independence May Prove Confining
Our guest columnist is founder and CEO of Wealth2k, a Boston-area firm provider of digital platforms for advisors who use its Income for Life Model retirement planning system. ...
Floor-and-Upside: A New Strategy for a New Era
When constructing retirement income investing strategies, advisors should try to plan for even impossible outcomes, writes David Macchia, president of Wealth2k, the retirement income marketing and modeling program.
The ‘Facebook-ing’ of Retirement Income
Should you be concerned about where you rank in search engine results? Yes, says David Macchia.
