Talking about diversity, equity and inclusion and doing it are not the same, a keynote speaker said at today’s National Association of Insurance and Financial Advisors DEI Symposium in Washington.
News, trends and helpful peer advice for financial advisors.
SECURE 2.0 was signed into law on Dec. 29, 2022, but there is still some work to be done in interpreting more than 90 provisions of the bill.
A Nevada man has been charged for his alleged participation in CoinDeal, an investment fraud scheme that defrauded more than 10,000 victims of over $45 million. Bryan Lee, 57, of Las Vegas, will make his initial appearance in federal court today in Las Vegas. The companies operated under the banner of "ViRSE," and included Free Vi Lab, Studio Vi Inc., ViDelivery Inc.,…
Note: This is last week's column, which inadvertently didn't run in last week's newspaper. Thanks to Jerome Powell and his crew at the Federal Reserve, interest rates are about 5 percentage points higher than they were a year ago. One of the leaders in Teradyne Inc., based in North Reading, Massachusetts.
One year ago— May 2022— we featured this article emphasizing HIT focusing on Health care, Inflation and Taxes. One year later we need to add "S." Is your retirement income taking a HITS?
Whether you are decades away from retirement or it's right around the corner, it's important to separate fact from fiction when it comes to planning for your post-work life. Here are five common— and often costly— myths that often mislead people about life in retirement. Keeping them in mind can help you avoid missteps and achieve your goals for a happy and…
By Robert Burgess/ Bloomberg Opinion. This time they rose 0.7 percent for April as measured by the Commerce Department, topping the 0.4 percent median estimate of economists. Instead, they are helping to increase the odds that the Federal Reserve can bring the economy in for a mythical "soft landing," avoiding a deep recession that throws millions out of work and…
Time will tell how the shift in currency stability affects domestic businesses, but for now, planning the next steps is a must for business owners.
Nearly three in four of the respondents to a recent study said they can’t count on Social Security income when planning for their retirement .
If you or your client(s) are feeling similar to how I was – unsure of your current career or career path, here are three things that helped me during my decision-making process.
Millennials say they want their parents to safeguard their own financial security as opposed to leaving an inheritance.
From many middle-class and lower-income households living paycheck to paycheck to financial pressures on community and regional banks and the commercial real estate sector, the U.S. and global economies face plenty of challenges. The Federal Reserve's latest quarter-point interest rate increase was another attempt by the U.S. central bank to curtail…
The company specifically targeted older people with retirement accounts and right-wing political views, according to an August 2020 email from a Red Rock Secured employee to a provider of ad space cited in the SEC complaint. The SEC claims that the advertised 1-5% markup was false and that the coin prices were in fact marked up as high as 130%, allowing the…
Three former executives associated with the Lake Oswego- based firm Aequitas Management were found guilty of conspiring to commit mail and wire fraud in the District Court of Oregon Monday, May 15, after raising nearly $300 million from defrauded investors. Former executive officer Robert J. Jesenik of Lake Oswego and executive vice presidents Andrew N….
A Texas judge could decide any day on a lawsuit brought by state attorneys general against the Department of Labor’s environmental, social and governance investing rule.
A more diverse population requires financial professionals to take a different approach in meeting their needs.
A new survey from the Nationwide Retirement Institute shows consumers are fearing the worst: 68% expect a recession within the next six months and nearly 80% of those who do, expect it to be severe.
Two-thirds (67%) of U.S. adults expect the economy will enter into recession later this year – a key finding from Northwestern Mutual’s newly released 2023 Planning & Progress Study exploring Americans’ attitudes and behaviors toward their finances.
Every year, investors use 529 plans to save for their loved ones' educations. A recent change to U.S. law provides more flexibility for 529 plan assets. In December 2022, SECURE Act 2.0 was signed into law to enhance retirement savings opportunities for Americans.
Mother’s Day is a good time to reflect on the monetary value of the work mothers do for their families and for society.