Financial Predictions for 2024
New Year, New Economy Major financial and geopolitical risks loom over the global economies, but there is little consensus about the outlook for 2024. Nowhere is this clearer than among the...Read More
Retirement Planning Problems Retirees Might Face
In the US, and around the world, there is a retirement planning crisis. Individuals are simply not properly preparing retirement. Unfortunately, many are hindered by economic factors like low wages, stagnant wage growth, and high living expenses.
Auto Enrollment Prepares Employees for Retirement
Vanguard’s annual report, “How America Saves,” reveals that employers are increasingly bolstering retirement plans with personalized financial services such as advice.
How to Build Retirement Security
In the first half of 2023 we have seen the S&P 500’s rise of more than 10%. The numbers speak for themselves and those few short sellers aside, a rising market generally lifts spirits.More money means more consumption, the ability to pay off debts and the confidence to take out more. What could go wrong?
How Will AI Transform Financial Services?
As new technologies reconfigure the financial landscape, most clients believe AI will help, not hinder, advisors in their business.
New Rules Proposed by SEC Are Confusing!
Late last year, the Securities and Exchange Commission proposed four rules that focus on increasing competition for equity orders. One would require open auctions for certain orders. Another, Regulation Best Execution, would set a standard for broker-dealers and other market participants, and require policies and procedures on finding the most favorable price points for customers.