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Latest Insights on PLAN

How Not to Get Rich: Pulling This Investing Trigger (3-minute read) When it comes to investing, plenty of smart people do lots of dumb things. Here’s how you can avoid being one of them…
100,000 People Are Profiting From This Million-Dollar Mistake — Join Them Today (4-minute read) The Wall Street machine does an excellent job of making even the smartest people feel like fools when investing. But we have a solution to help you invest smarter…
My Chat With Governor Mike Huckabee: Why I Love My Work (2-minute read) I can’t wait to get to my desk each morning and help people reach their financial goals. That’s why I’m on a mission — and I’ve asked my good friend, former Governor Mike Huckabee, to help me…
Bitcoin: A Prime Example of Greater Fool Theory (3-minute read) As legendary investor Warren Buffett says, your investing “scorecard is not computed using Olympic-diving methods … the degree of difficulty doesn’t count.” So why not stick with investments that are simple to understand?
Become a Better Investor With Confidence — and Ignorance (2-minute read) Instead of focusing on fear, focus on what matters. That will help you become confident — and successful. Wall Street veteran Charles Mizrahi shows you how.

“At the end of August [2018], my 401K was $659,000. Now, on September 4th [2018], it’s $715,000. My account is up $56,000 in the last 5 days!”

- Warren O

"You told me to ignore the noise on Wall Street. And thanks to you, I started towards the end of 2016 with $200,000 in my account and I recently put in an extra $100,000. [As of February 2019] My account is worth $500,788! I would’ve missed out if I followed conventional wisdom."

- Helen C.

"You have done once again!! You are reminding me of the GREAT Joe DiMaggio with your consistent hitting!! You knocked this one out of the park!"

- Keith S.

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