USA Migration and Real Estate
Migration patterns in the United States have been changing in recent years. While certain areas of the country have traditionally attracted large numbers of migrants, new trends suggest that people are now moving to different regions for different reasons. In this blog post, we'll explore some of the factors driving these shifts in migration patterns and what they mean for the future of the United States.
Real Estate Dilemma
Not so long ago, we were in the age of “free money” when in 2020 the US Fed plunged interest rates down to 0% to boost economic activity during the pandemic.
Longer Life Impact on Retirement System
According to a new study, Longevity and the New Journey of Retirement, 69% of Americans desire to live to the age of 100.
Tax Efficient Asset Allocation
With tax season in the rear-view mirror for this year, advisors and investors can now refocus portfolios. The most common way to look at portfolios is through the prism of asset allocation models.
Making 529 Plans Serve Their Purpose
The FINRA crack down on advisers and broker-dealers who sold recently 529 plans but put their clients into more expensive share classes should be considered as a move in the right direction.
How To Win Rollovers
To answer this question we can create a hypothetical scenario where a prospect/client is about to change their employment which is, actually a very real scenario for all of us during our employment years.