The number of Americans with a net worth between $1 million and $5 million grew 6 percent last year, the most growth in a decade. Nearly 10 million people are in this segment, compared to
The field of behavioral finance, which applies psychological principals to how people behave with their money, is growing.
- Steven Selengut
The Current Hysteria/Opportunity in The Bond Market
The specter of higher interest rates (in a booming economy and tight job market) has finally produced what Wall Street loves to refer to as a crisis in the Bond Market.
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Nov 01, 19:37 pm
Serving the "Mass-Affluent" with a Commonsense Approach to Sophisticated Investing
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Nov 01, 13:45 pm
Behavioral Finance Approach Helps Advisor Calm Clients
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Oct 18, 15:31 pm
The Current Hysteria/Opportunity in The Bond Market
An unexpected retirement doesn’t necessarily have to be an unplanned retirement. If you’re facing retirement earlier than you had anticipated, you’re virtually a part of the majority.
- Jane Meggitt
Working With The Real Millionaires Next Door
“The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas J. Stanley and William D. Danko was published in 1996, and its influence still resonates today.
- Jane Meggitt
True Wealth Lies in the Things Money Can't Buy
Wealth means more than your bank balance or stock portfolio. True wealth comes from chasing financial dreams—and catching them.
- Joss Murray
Elements to wise wealth planning
As life spans increase, retirement planning becomes increasingly complex. Long-term care concerns, saving enough to retire for almost as long as a retiree worked, and optimizing Social
No one would deny that 2017 was a banner year for the markets...at year end, all the equity indices were close to their all time highs. Even the WSMSI (Working Capital Model Select Income
- Matthew D. Edward
Money won’t buy happiness, but it can buy peace of mind
“Happiness is not something ready-made. It comes from your own actions.” The Dalai Lama said these words in response to a question about how to find true happiness in life.
You Don’t Want to Run Out of Income Before You Run Out of Life. Some people don’t know how to turn their money into a lifetime income stream.
- Jane Meggitt
Avoid Making Emotional Money Errors
Clients Must Depend On and Trust Their Financial Planners. If you climb into a Porsche or Corvette, you feel you could drive fast, and you just might do so.
- Jane Meggitt
Helping People Build a Financial Plan for Life
USA Today recently reported that the typical 65-year-old man living an average lifespan will spend $189,687 in today's dollars on medical care in retirement, while the typical 65-year-old
The recent volatility of the stock market, combined with the financial uncertainty facing many people in or near retirement age, could mean a bumpy ride for them down the
- Jude Scinta
Retirement Planning: Focus on the "sweet spot"
Results from the Bureau of Labor Statistics’ 2017 National Compensation Survey reports that 23 percent of U.S. workers participate in a pension plan.
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