–Bitcoin IRA, the world's first and most trusted digital asset IRA technology platform, today released recent survey results asking individuals for their market sentiment, motivations, and investing choices for including cryptocurrency in their retirement portfolios. Key takeaways from the survey include:. Americans see an opportunity to move beyond…
TAMPA, Fla.— Money, politics, and stress are all factors affecting younger generations' willingness to stay in a job. A newly released study by Deloitte, a professional services networked, surveyed nearly 15,000 millennial and Gen Z professionals to see what their top priorities were in the workplace, as the Great Resignation continues. Tampa inflation rate…
–Aon plc, a leading global professional services firm, and Mergermarket, a provider of intelligence, data and analysis of global M&A, today released the latest edition of their global M&A Risk in Review report. The outlook is particularly strong for M&A in sectors such as Technology, Media and Telecom and in the Asia Pacific region. "Even after the recent intense…
June 13, 2022, BOSTON—Within the next 10 years, 37% of financial advisors, collectively controlling $10.4 trillion, or 40% of total industry…
In response to growing client interest, BlackRock today announces that it is further expanding the opportunity for eligible clients– including public and private pension plans, insurance companies, endowments, foundations and sovereign wealth funds– to participate in proxy voting decisions, where legally and operationally viable. Salim Ramji, Global Head…

Experts: 4 retirement income strategies to match any client’s style
There’s a role for retirement income investments based on a client’s retirement income style.
Since 2000, the U.S. dollar has lost an incredible 44.2% of its purchasing power. Reports from the government's Bureau of Labor Statistics, the official tracker of inflation statistics, indicate inflation may be worse than we think. Even as interest rates remain at their lowest ever, Federal Reserve policies may be pushing inflation higher.
The Florida and national housing market remain very strong by every metric, but the overall health of the United States economy, inflation worries, interest rate hikes, and the downward spiral of many investment markets are starting to create some buts in the housing forecast long-term. In March, per the United States Census Bureau, United States housing starts…
–Vanguard today released the newest edition of How America Saves, the firm's seminal report on 401 plan design and retirement savings habits. Through its annual, comprehensive analysis of nearly five million 401 accounts recordkept at Vanguard, the report reveals additional plan design opportunities employers can address to further improve workers'…
Imagine if you could preview your retirement in advance. In a sense, you can. They might include Social Security benefits— depending on when you want to claim them— retirement plans, pension checks, dividends, freelance or consulting payments or other revenue streams.
There now are indications that the Federal Reserve rate increases to control inflation are beginning to influence the housing market, experts say. And they expect a deceleration in the growth rate of U.S. home prices and better market conditions for those looking to buy homes. The median existing-home sales price increased at a slower year-over-year pace of…
For weeks now, financial experts have been sounding warnings about an incoming recession. Now to be clear, this doesn't mean doomsday is upon us, or that the economy is about to tank overnight. To combat that, the Federal Reserve is implementing a series of interest rate hikes that's apt to make it increasingly more expensive for consumers to borrow.
"Dollars saved 20 years ago have lost nearly HALF of their purchasing power. Reports from the government's Bureau of Labor Statistics, the official tracker of inflation statistics, indicate inflation may be worse than we think. Even as interest rates remain at their lowest ever, Federal Reserve policies may be pushing inflation higher.
According to Charles Schwab’ s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts, the average account balance across all participant accounts finished Q1 2022 at $332,017, a 0.51% decrease year-over-year and a 6.25% decrease from Q4 2021..
By Alex Veiga and Rebecca Boone Associated Press. The sharp reversal after a banner 2021 for Wall Street has been particularly unsettling for those who have been planning to retire sooner, rather than later, and banking on a healthier stock portfolio to help fund their post-work lifestyle. And that the Federal Reserve's recipe for fighting inflation— hiking…

Fidelity’s crypto currency moves continue to stir industry response
Having come on the heels of a Department of Labor warning about using crypto currency in retirement accounts, Fidelity’s April…
GREENVILLE, N.C.– As the Federal Reserve recently raised interest rates by half a percentage point, many Americans are wondering how this move affects their wallets. The Bureau of Labor Statistics announced in May 2022 that consumer prices increased 8.3% for the year ending in April 2022. The Fed anticipates the federal funds rate will reach 1.9% by the end of…

Top credit bureaus to relax penalties for medical debt
The three largest credit bureaus will clear medical debts from consumer credit reports beginning in July. Normally such derogatory statements stay on a person’s credit report for up to seven years.
Economists know that consumers spend more when their wealth increases, even if their income remains the same. It is one of the reasons why in the U.S., consumer spending continues to remain robust- until recently. The Federal Reserve Bank, in past efforts to control inflation, focused on removing the supply of credit to the financial markets.