Resources

Question: Is Life Insurance a Good Investment Tool to Have in Your Portfolio?

In this video, Brian answers the question of whether or not it is a good idea to purchase a life insurance policy as an investment for your portfolio.

Investment & Economic Strategy Update — February 11, 2020

In this update video, Brian talks about the current outlook on the U.S. Economy, the possibility of an 8-10 percent market correction, the normalcy of market volatility, as well as, what impacts the coronavirus might have on the economy (if any) and why policies...

Question: Will the Coronavirus Outbreak have any Impact on the Economy?

In this question and answer video, Brian Rezny talks about the Coronavirus outbreak that is happening in China and around the world and whether or not it will have any impact on the U.S. or World economy and what that means for investors.

Investment & Economic Strategy Update — January 29, 2020

In this update video, Brian discusses general investment market trends, impacts of the Coronavirus on the economy, phase one of the China trade deal, the USMCA trade deal between the US, Canada, and Mexico, and President Trump’s plans to tackle the national...

Ex-MLB Player Wins $2M Payout From Merrill in Bond Dispute

Former outfielder Angel Pag├ín said his rep put his money in unsuitable Puerto Rico muni bonds and closed-end bond funds. Source: ThinkAdvisor.com | By Jeff Berman | January 22, 2020, at 3:24 PM Brian Rezny warned investors, “stay away from Puerto Rico...

J.P. Morgan Securities to Pay SEC $1.5M for Share Class Violations

“The brokerage firm failed to provide retail retirement account and charity customers with sales charge waivers and lower-fee share classes.” Source: ThinkAdvisor.com | By Melanie Waddell | January 15, 2020, at 2:12 PM CLICK HERE to read the full...

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