What does the Department of Labor Rule changes mean for advisers, brokers, and investors?
We also take a look at the recent economic trends and what is in store for next week. The Fed has a rate decision meeting coming on Wednesday – will they actually move rates up again as planned?
Plus, we take a look at what happened with the tech stocks as they plunged on Friday for no apparent reason. Could this be a one-off situation or a warning of things to come?
Listen to Frank Curzio’s recent podcast with Andrew sitting in as guest.
Michael Eastham, CPA, PFS, is the founding principal of Fellowship Financial Group in Altamonte Springs, Florida. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA’s and has earned their Personal Financial Specialist (PFS) designation. He has a BBA in Accounting from James Madison University, holds a Series 65 & 63 securities licenses as well as licenses in Insurance and Annuities.
Mr. Eastham served as Chairman of the Leadership Seminole Board of Directors and Treasurer of the Seminole County Regional Chamber of Commerce Board of Directors. He teaches Adult Education courses and Continuing Education for CPAs, Financial Planners, Insurance Professionals, Attorneys and the Florida Association of Real-tors. Mr. Eastham is a published author and is a recognized expert in the areas of financial strategies, retirement planning and asset protection. He also hosted the financial radio show, ‘Your Home, Your Money’ for over 8 years.
His companies have grown out of a passion for excellence, coupled with a desire to serve families and business owners in accomplishing their financial goals using conservative investment strategies. Michael and his wife Vickie have 4 children and reside in Lake Mary, Florida.
Follow @andrewhorowitz
TDI Managed Growth Strategy Virtual Tour
More information on eNVESTOLOGY
Stocks mentioned in this episode: (FB), (AMZN), (AAPL)
Podcast: Play in new window | Download (Duration: 57:50 — 40.2MB)
