SPEAKER The Annuity Man, Stan
Stan The Annuity Man is a nationally recognized annuity expert, and annuity critic. He has been called the national consumer advocate for annuities and a walking middle finger of annuity truth. Stan The Annuity Man is a weekly RetireMentor columnist for The Wall Street Journals
MarketWatch.com, and is the exclusive annuity contributor for About.com. His highly acclaimed book, The Annuity Stanifesto
, is a top seller in its category and is known as the go-to-resource for all things annuity. Stan The Annuity Man has clients nationwide and is considered the top independent annuity agent in the country.
FEATURED MEDIA PARTNER Canadian MoneySaver
is an acclaimed investment advisory with a recognized reputation for providing a trustworthy and down-to-earth service since 1981. Canadian MoneySaver
is offered in both a print and electronic version and is published nine times annually. You receive practical investment advice researched, experienced, and described by more than five dozen financial practitioners, including financial planners, tax experts, portfolio managers, investment advisers, lawyers, and successful investors from across Canada. From our advisers, you'll learn how to: get the highest return for RRSPs, RRIFs, annuities, and pensions; boost profits with the best term deposits, GICs, bonds, and income trusts; maximize gains on dividend stocks, closed-end funds, and global investments; use everyday legal advice to save you lots of time and money before visiting a lawyer; buy stocks and mutual funds at no load, and other investments at discounts; slash your insurance premiums by 18-49%; buy, sell, and manage real estate profitably; cut your taxes to the bone; keep more of your money through retirement and estate planning strategies; profit from time-tested portfolios using Dividend Reinvestment Plans (DRIPs); buyback stocks, insider trading, and Share Purchase Plans (SPPs); and save money on travel bargains, consumer purchases, and everyday services. In short, Canadian MoneySaver
deals with all the money matters that affect your life and your financial security.
SPEAKER Goodall, Leonard
Leonard Goodall is co-editor of No-Load Portfolios
, a financial newsletter now in its 26th year of publication. He is a Certified Financial Planner and has served financial clients since the 1980s. Dr. Goodall is the author of several books and is currently working on a new book, titled, An Investors Memoir: Lessons Learned from Sixty Years in the Stock Market Without One Day on the Sidelines
. He is also an educator, having served on the faculty of four universities, and is the past president of UNLV. Dr. Goodall is a life member of AAII, and has spoken to AAII chapters throughout the country and at their national conference.
SPEAKER Roseman, Eric
Eric Roseman is the president of ENR Asset Management, Inc., a Montreal-based investment management and consulting firm, specializing in global alternative, and traditional asset management. Mr. Roseman is the investment director of The Sovereign Society, a leading international publication focusing on global investments, asset protection, and international tax planning. He also serves as an investment advisor to several non-Canadian mutual fund companies, including the ENR Bullet Funds domiciled in Liechtenstein, three European private banks, two European insurance companies, and a Bermuda-based multi-manager fund. Mr. Roseman also provides discretionary asset management services to high-net-worth individual investors in the US, Europe, Latin America, and Japan. Since 1995, he has served on the Board of Investment Advisors for Agora's Oxford Club, America's largest investment publisher. In 2002, Mr. Roseman became editor of The Commodity Trend Alert (CTA)
, a weekly e-mail advisory investment service that focuses on global commodity-linked securities. In 2009, he also assumed the role of editor for Accelerated Income
, a weekly advisory focusing on distressed debt securities. Mr. Roseman is a regular contributing editor to the Oxford Club Communique
; his monthly commentary and investment recommendations include value-based Canadian investments. He is a regular speaker on television in Canada, writes columns for the Canadian MoneySaver
, Canada's larg
SPEAKER Stephenson, John
John Stephenson is the founder and chief executive officer of Stephenson & Company Capital Management, a long/short hedge fund firm focused on North American equities. He has been recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers five years in a row (2009-2013). He is the author of The Little Book of Commodity Investing
and writes a free bi-weekly investment newsletter, Strategic Investor
, which reaches a global audience of more than 50,000. (www.StephensonFiles.com).
IDEAS FROM AROUND THE WORLD Athene Holding: Growth in Annuities
Athene Holding Ltd. (ATH), a retirement services company, issues, reinsures, and acquires retirement savings products designed for individuals and institutions seeking to fund retirement needs in the United States, the District of Columbia, and Germany, notes Jim Pearce, editor of Investing Daily's Systematic Wealth.
IDEAS FROM AROUND THE WORLD Voya Financial: A "Buy Low" Opportunity
Voya Financial (VOYA), and it is a good "buy low" opportunity. The firm offers products and services in the areas of retirement planning, investment management, annuities, individual life insurance and employee benefits, notes growth and income expert Crista Huff, editor of Cabot Undervalued Stocks Advisor.
TOP PROS' TOP PICKS Prudential: Cheapest in Sector
The over-65 population is growing three times faster than the 20-to-65 population in the US, Europe, and China, observes J. Royden Ward
, editor of Cabot Benjamin Graham Value Investor.