News/Events

Building Wealth News and Events

Miss a copy of our e-news Building Wealth? It’s here. Want to know what we have scheduled in the coming months? It’s here. Want to see the latest news on National Private Client Group, Self-Empowered Banking or Julie Ann Hepburn? It’s here.

Awareness & Action on the Camp Tax Code Reform Proposal (5/1/2014)

The Camp Tax Code Reform has some proposed revisions that may affect life insurance and annuities policyholder and their beneficiaries adversely. Read about it here and take action NOW: write your representatives in Congress and voice your opinion. We’ve included a sample letter for you.

Night Of Clarity YouTube (1/8/2014)

You’ve heard me talk about Night of Clarity, held each year in Nashville and presented by my colleagues Carlos Lara and Dr. Robert P. Murphy. Here’s an overview of this year’s event with some of the latest thinking on the subject of ‘Why privatized banking and why now?”

Why You Should Be Afraid of Your 401K (11/21/2013)

Here’s a question for you: Did you know that until the 1980s the 401K was meant to be only a supplement to the pension plan offered by your employer, and that it was initially only for top executives who needed a place to stash pre-tax dollars to bring their income tax rate down?

Recovery Slower … (6/6/2013)

The recovery that seemed so robust at the beginning of the year is not as deep as it seemed. The 2012 Annual Report released late last week by the Federal Reserve of St. Louis indicates that Americans have yet to recover more than 55% of their pre-recession wealth.

Retirement & Mutual Funds (9/18/2012)

We posted a link to an article on our Facebook page last month that discussed funding retirement. According to this article, based on a study conducted by the National Bureau of Economic Research (NBER) – almost half of Americans die with less than $10,000 in assets. The study looks at the connection between wealth and health combined with Americans’ increased reliance on government for retirement support.

Paying for College Education (6/19/2012)

For those who have heard the Self-Empowered Banking introductory presentation, you may remember that there’s a question asked: Would someone make money by borrowing $10,000 for two years at 6%, and then putting it in a CD at 4% compounded for two years? Is this a good deal?

Euro Zone 2 (12/9/2011)

Which zone are you in? If you think the ‘Euro Zone’ is somewhere ‘over there’ — then think again. Find out how what’s going on ‘over there’ is affecting you and what you can do about it.