Disturbing to say the least: 403(b) Gaslighting 101 by Dan Otter 403bwise.org/blog/entry/blo… David Leach Raymond Hodges

Insurance industry gaslights school business officials 403bwise.org/blog/entry/blo…

Very close to launching our new K 12 site. Here is a sneak peek of a video we created. "Understanding the 403(b) Variable Annuity Death Benefit" : k12financialadvisors.com/2019/10/16/und… Dan Otter Scott Dauenhauer Anthony Isola Steve Schullo

Many would not want to hear this from Vanguard. Passive vs Active.

Think about this for a few minutes before we decide to bail them out. bloomberg.com/news/articles/…

#ThankATeacher

"To reduce risk it is necessary to avoid a portfolio whose securities are all highly correlated with each other. One hundred securities whose returns rise and fall in near unison afford little more protection than the uncertain return of a single security." - Harry Markowitz

An Independent Review of Penserv Plan Services 403b-retirement plan platform. ( formerly foresters financial) k12financialadvisors.com/resources/an-i… Dan Otter Scott Dauenhauer Anthony Isola

We recently created a new e-mail course to help K-12 employees make better decisions regarding their retirement plan options. Feel free to sign up #403b k12financialadvisors.com/email-course David Leach

An Independent Review of the Investment Provider Xchange (IPX) Platform's 403(b) retirement plans. k12financialadvisors.com/product-review… Dan Otter Scott Dauenhauer Anthony Isola Steve Schullo

ift.tt/3y10Sds

Valuations eventually matter.

plansponsor.com/irs-releases-2…

Elon Musk Stephen King Only on Twitter can we watch a man worth $200 billion negotiate with a man worth $500 million about saving $12 a month.

You can now buy a 1-Year US Treasury bill and earn 5% on your money. When was last time we saw yields that high? July 23, 2007.

Corporate earnings have been trending in an upward channel for 70 years. Every time profits reached the upper band of this range, an earnings recession followed. At peak levels, we are at a critical juncture once again. This is an important consideration, particularly at

Equitable EQUI-VEST® Series 201 Variable Annuity Review. The #1 product sold to educators in K-12 School districts. #annuities warwickfa.com/equitable-equi…

Why School Districts Should Dump Equitable Join the conversation in the comment section! #403bwise #retirement #educate #educator #school #teachers #teacherlife #TeachersMatter

The beer I picked for the 403B wise podcast interview. It just popped up today in my social media timeline. 8 years goes by quick, maybe they will have me back? There is lots to talk about in the 403(B) marketplace. Scott Dauenhauer Dan Otter #403b

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