Month: August 2023
The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)

The Most Overlooked Investment Class: Life Insurance with Michael Fliegelman (Ep. 10)

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Have you considered life insurance as a means to adding a new investment to your portfolio? 

In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment and its unique characteristics. Michael explains the benefits of participating whole-life policies, including stability and protection during market downturns. 

Charles and Michael discuss: 

  • Options for receiving dividends from life insurance policies
  • The tax-free growth of cash value
  • The importance of long-term care coverage
  • The benefits of whole life insurance as a financial safety
  • And more

Resources:

Connect with Charlie Massimo: 

Connect with Peter Anastasian: 

Connect with Michael Fliegelman: 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)

The Truth Behind AI in the Financial World with Wes Crill (Ep. 9)

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While AI learning tools have gained new attention in the world of finance, it’s essential to understand both sides of the coin in order to separate fact from fiction.

In this episode, Charlie Massimo and Peter Anastasian speak with Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors, as he shares his extensive knowledge and experience, providing valuable insights into AI’s past, present, and future in the financial world. From the limitations of AI in predicting market movements to the efficiency impact on stock prices, Wes offers a nuanced perspective on the application of AI in finance.

Wes discusses:

  • The historical presence of AI and its impact on financial markets
  • The limitations of AI in predicting market movements
  • The impact of AI on stock prices and the bond market
  • The role of AI in research and its potential value in investment strategies
  • And so much more!

Resources:

Connect with Wes: 

Connect with Charlie: 

Connect with Peter: 

 

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.

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