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Monday, July 29, 2019

No. 324: LEAP Revisited

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In No. 322 (July 12, 2019), I discussed Pamela Yellen's "Bank-on-Yourself" system. In response I received many comments from...
Monday, July 22, 2019

No. 323: Kennedy and Trump: Their Inaugural Addresses

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In No. 221 (June 8, 2017), I discussed what I called a "sparkling gem" of a 167-page book by David McCullough, one of my favorit...
Friday, July 12, 2019

No. 322: Pamela Yellen—Her Unbelievable "Bank-on-Yourself" Wealth-Building Strategy

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Pamela Yellen was born in Buffalo, New York, on November 16, 1952. She graduated in 1974 from the University of San Francisco with a Bachel...
Tuesday, July 9, 2019

No. 321: TIAA Is Exiting the Life Insurance Business

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On June 26, 2019, Investment News carried an article by reporter Greg Iacurci disclosing that Teachers Insurance and Annuity Association o...
Monday, July 1, 2019

No. 320: Greg Lindberg—The North Carolina Department of Insurance Places Four of His Companies in Rehabilitation

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On Thursday, June 27, 2019, four documents relating to Greg Lindberg's insurance companies were filed in a state court in North Carolin...
Tuesday, June 25, 2019

No. 319: David McCullough—His New Book and a Connection with the History of American Life Insurance

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David McCullough, now aged 85, is one of my favorite authors. I have read all of his books, and each is a treasure. Here I discuss his late...
Tuesday, June 18, 2019

No. 318: Factoring Companies—A California Lawsuit and a Texas Order Focus Attention on the Sale of Income Streams

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A recent state court lawsuit in California and a recent disciplinary order in Texas have refocused attention on the questionable business o...