Custom high cash value whole life insurance and annuities, financial apps, and educational material to help you make better financial decisions.
by David Lewis
The problem is that if you are talking about passive indexing, that is something that is really free-riding on other people’s work,” Shiller said. “So people say, ‘I’m not going to try to beat the market. The market is all-knowing.’ But how in the world can the market be all-knowing, if nobody is trying — […]
by David Lewis
More wisdom from the late, great, John Wanamaker: Twenty years ago I had a capital of about a half million dollars. I then realized that a business man with a half million of capital and a million and a half of insurance on his life would have better credit than one with a half million […]
by David Lewis
After a long hiatus, I figured it’s time to start posting to the blog again. Plus, there are some really interesting things happening in the financial industry that I can yap your ear off about. But, before I do, let’s rap about personal finance books. Been re-reading one of the best ever written: The Richest […]
by David Lewis
It’s amazing to me how bored people are today. How many T.V. apps are there? How many social media sites are there today? We have Apple TV (mostly for YouTube and so we can watch re-runs of old T.V. shows on Hulu) and I count no less than 20 apps. There’s probably more but I […]
by David Lewis
***** Boris: Good Heavens! Natasha: Boris! You said ‘Heavens’! Boris: What can I do? They won’t let me plug the competition. — Boris and Natasha, from The Adventures of Rocky and Bullwinkle ***** A question I often get from folks is “why haven’t I heard of anyone else using whole life insurance before?” This sort […]
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