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Why Brian Rezny Hates Structured Products: Lessons from History, Costs, and the Stifel Scandal
As president of Rezny Wealth Management, a fee-only fiduciary firm in Fort Myers, FL, Brian Rezny has long criticized structured products and the product-pushing model of non-fiduciary advisors, emphasizing that true advice means avoiding sales-driven conflicts to deliver adaptive, risk-controlled strategies. His firm charges flat fees and puts clients first—no commissions from tricky investments. Structured products, like notes tied to stocks or indexes, epitomize industry f
Nov 3, 20254 min read


NASCAR Champion Kyle Busch Sues Pacific Life Over $8.6 Million Losses Tied to IUL Policy
NASCAR Champion Kyle Busch Sues Pacific Life Over $8.6 Million Losses Tied to IUL PolicyIntroduction In a stark illustration of how investors can be misled by financial advisors peddling complex insurance products as foolproof investments, two-time NASCAR Cup Series champion Kyle Busch and his wife, Samantha Busch, have filed a lawsuit against Pacific Life Insurance Company, alleging they suffered devastating losses exceeding $8.5 million from misrepresented Indexed Universal
Oct 31, 20254 min read


AI: Disrupting Jobs, Creating Opportunities — and Shaping the Next Great Investment Wave
Recent headlines from major outlets like NBC News point to tens of thousands of layoffs being blamed on artificial intelligence. There’s no question that AI is reshaping industries — automating routine work, cutting costs, and transforming how companies operate. But while the short-term headlines focus on job losses, the long-term story is far more complex — and, for investors, potentially rewarding. Yes, AI Is Replacing Jobs Across industries — from tech and finance to custo
Oct 30, 20252 min read
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