Add a Trusted Contact – FINRA Rule 2165

On March 30, 2017, the Securities and Exchange Commission adopted FINRA Rule 2165 (Financial Exploitation of Specified Adults). Rule 2165 went into effect on February 5th, 2018. Beginning on February 5th, many of you will see the following message upon logging into your Ally Invest or other brokerage account: Add a Trusted Contact (Optional) Step 1 of 3 You have the …

Common Cash Flow Investments

This video makes the case for cash flow investing and compares the most common income investing strategies and products.

Option Chain Problems at Ally

Some option chains are not displaying all the expiration months at Ally.  Currently, this is just a problem on their “Classic” platform.  You can switch to Ally Invest Live to see the up-to-date option chains with all the expirations including January. You can find a link to LIVE at the top of your screen.  Option chains are available under the …

Understanding Cash Flow Investing

This video offers a simple, yet powerful illustration of the differences between investing for cash flow versus investing for capital appreciation.

Buy and Hold vs Income Investing

This video shows some of the key differences between capital appreciation (buy and hold) and income investing. It also begins the conversation about how income investing can offer you greater control and flexibility in retirement.