by AIO | Sep 8, 2020 | Financial Advisors, Investing, Retirement Planning
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential impact. If this... 
by AIO | Sep 7, 2020 | Financial Advisors, Financial Planning, Investing, Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/03/Corona-Stimulus-podcast-audio.mp3Podcast: Play in new window | Download On March 27, 2020, the $2 trillion economic recovery package was signed into law. Direct Payments The big... 
by AIO | Sep 7, 2020 | Alternative Investments, Investing, Podcast
Unlocking Alternative Investments: The Values Investor Podcast Episode 33 Welcome to another enlightening episode of The Values Investor Podcast with Bill Holiday, brought to you by AIO Financial. In this episode, we delve into the insights from the recent NAFA.com... 
by AIO | Sep 6, 2020 | Investing, Podcast, Retirement Planning
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/07/Become-a-Millionaire-Podcast.mp3Podcast: Play in new window | Download In this episode, we discuss how much you need to save each year to become a millionaire. We discuss why a... 
by AIO | Sep 6, 2020 | Alternative Investments, Investing, Podcast
This podcast is an interview with Sara Potter of SheCanTrade.com. Sara is an options trader and offers information to aspiring options traders through her web site. We discuss her strategies and the ways she works with members. Navigating the World of Options... 
by AIO | Sep 6, 2020 | Financial Advisors, Investing
What is a Bear Market? The U.S. Market (S&P 500) is down about 20% from its high in September 2018. The government has a partial shutdown, there is trade uncertainty, the Fed increased interest rates, there is a tight labor market, and slowing earnings growth....