Cookie Cutter Investing

We’re a team of fiduciaries here at Senior Financial Security, and what that means is that by law, we are required to put your needs ahead of our own. What we’re going to talk about today is whether it is time to 86 the 60/40, or essentially, should we move on from the 60/40 portfolio? […]

What Is Revenue Sharing?

What is revenue sharing? It is an organized kickback. When a financial advisor participates in revenue sharing they’re not recommending the best investment for you, they’re recommending ones that paid them a kickback to push their mutual funds. If you go to any company’s website, by law they must tell you in their disclosures if […]

Lee Shielka Talks About Why Inflation Is Harmful

In this video, Senior Financial Security advisor Lee Shielka talks about why inflation is harmful, in addition to discussing some options for protecting your portfolio from inflation and some other interesting investment advice. Who remembers the time period when there was super high inflation and super high interest rates between 1965 and 1985? For some […]

Jean Dorrell Talks About the Potential Advantages of Life Insurance

In this video, CEP and owner of Senior Financial Security Jean Dorrell talks about why life insurance may be a smart investment for your portfolio, in addition to discussing being a full-service financial advisor and some other interesting investment advice. Being a full-service investment firm means that we can do anything. Stocks, bonds, mutual funds, […]