- Amy Armstrong
Successful Investing Isn’t a One Choice Deal
Not every investment is a Tesla. Not every investor gets to be a Warren Buffett. And not every investment offers the same growth history as Amazon stock.
- Advisors Magazine
Beyond Financial Planning
There are currently just short of 100,000 certified financial planners (CFPs) in the United States, according to the CFP Board, a non-profit organization that serves the public by fostering professional standards in personal financial
- Joe Innace
Planning for the Long Haul
The rate of inflation in the United States ebbed just a touch in April, down to 8.3% from March’s 8.5%, according to the U.S. Department of Labor. And in early May, the Federal Reserve
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Jul 20, 07:03 am
Successful Investing Isn’t a One Choice Deal
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Jul 05, 08:44 am
Beyond Financial Planning
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Jun 22, 11:17 am
Planning for the Long Haul
- Ty Young, CEO of Ty J. Young Wealth Management.
5 Tactics to Boost a Retirement Strategy
Setting up a well-designed retirement strategy is not easy. While many people rely on their company 401(k)s or IRAs for retirement income, the reality is that simply contributing to these vehicles is often not enough to save for
- Donald A. Steinbrugge, CFA
Rising short term interest rates should help some hedge fund strategy returns
As inflation reached a 40-year high last month The Federal Reserve increased its target range for the federal funds rate by 25 bps and projected 6 more increases for 2022.
- Ty J. Young
4 Tips for Adding an Annuity to Your Portfolio
As a wealth management expert, I’ve long believed that those who have a well-balanced portfolio are at a greater advantage as they enter their retirement years. I call this approach the three-legged stool: a balanced portfolio needs all
- Bobby L. Hickman
Engaging Families in Financial Planning
Advisors who prioritize keeping clients’ families involved in the financial planning process find the approach beneficial for both their customers and their practices.
- Joe Innace
Onboarding for the unexpected
The CDC (Centers for Disease Control and Prevention) has raised its profile in the last two years due to the pandemic—garnering often controversial reaction.
Retirement planning is one of the most important ways that you can prepare for life after work. However, the retirement planning strategies of yesteryear may not provide the financial security necessary to allow you to enjoy your
- Bill Millar
My advisor doesn’t “get” me…
Listening to Deloitte, you’ll learn there’s loads of structural disruption taking place in the wealth management industry ranging from the commoditization of investment management to the aging of wealth advisors and the fast-
- Joe Innace
Putting People Ahead of Portfolios
Apple co-founder Steve Jobs once said: “The broader one's understanding of the human experience, the better design we will have.”
Even before the COVID-19 pandemic, unpaid caregivers struggled with the demands of work and saving for the future. The pandemic brought on additional work/life disruptions with stay-at-home orders,
Inflation not experienced in almost four decades touched all Americans in some way in 2021. From prices at the gas pumps, to grocery items, to used and new cars, to online, retail and durable goods
- Donald A. Steinbrugge, CFA
Top Hedge Fund Industry Trends for 2022
Below are Agecroft Partners’ 13th annual predictions for the biggest trends in the hedge fund industry for 2022. These predictions are based on insights from more than 2,000 institutional investors globally and hundreds of hedge fund
- Barry Gilbert, Asset Allocation Strategist for LPL Financial
Three 2021 Market Lessons for 2022
In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. As we launch into the New Year, we’re highlighting three 2021 market lessons
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