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A quick tutorial on how to logically approach selecting the first core investment of your portfolio.

On February 18, 2020, the Securities and Exchange Commission announced an emergency enforcement action and a temporary restraining order and asset freeze against Florida-based private real estate firm EquiAlt LLC, its CEO Brian Davison, and its Managing Director Barry Rybicki, in connection with an alleged fraudulent unregistered securities offering that raised more than $170 million from at least 1,100 investors, a number of whom invested their retirement funds.

A widow was referred to Watch Guard Capital in late 2021 after her independent insurance salesperson wouldn’t return her calls. She was trying to find out why the value of her Athene Ascent Pro Bonus annuity didn

’t seem to be growing. This video covers the annuity review process and what I found.