Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer in history. Nearly $68 trillion, mostly held by baby boomers, will be transferred to heirs in the...
The U.S. housing market is still suffering from low inventory: too few houses available for the numbers of home-seeking buyers. Naturally, the capitalist principals of supply and demand kick in, meaning that prices inevitably rise when there are too few products...
A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement....
One of the biggest trends in energy today is the retirement of some coal-fired power plants in favor of renewable energy sources. According to the Energy Information Administration (EIA), nearly 90 gigawatts of coal power have been retired since 2011, and it projects...
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical concerns — combined to put the stock...
You Must Not Do That! As a financial advisor, do you believe that’s the phrase I get paid for the most? That’s because I earn my keep by keeping clients from making some very big mistakes with their money. Now, as we experience a market correction and spate of scary...