A new report from the 2024 Workplace Wellness Survey published today by the Employee Benefit Research Institute and Greenwald Research finds U.S. military veterans reporting higher levels of financial, social, emotional and workplace well-being than their non-veteran counterparts.
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US inflation picked up in December, though underlying price pressures ease
Wednesday’ s report from the Labor Department showed that the consumer price index rose 2.9% in December from a year ago, the highest since July, up from 2.7% in November. The slowdown in core price increases was greeted with relief on Wall Street, with Dow Jones futures pricing surging nearly 700 points on the report's release. Such concerns have sent interest…
Americans are more optimistic about the economy than they have been in years even as the effects of inflation linger, according to the 2024 Q4 Quarterly Market Perceptions Study from Allianz Life.
Social Security Fairness Act increases need for financial advice
The Social Security Fairness Act repeals two provisions that reduce or eliminate Social Security benefits for public sector workers.
It’s a new year: How will you reinvigorate your client service?
The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe.
Corporate tax cuts aren’ t necessary— factoring in state taxes, the 25.8% U.S. rate is about average for industrialized countries and lower than in Japan and Germany. Combating that trend would require printing lots of money and inflation, inspiring a midterm election disaster for Republicans and rendering Mr. Trump a crippled lame duck. The U.S. economy has grown…
Fewer report having retirement savings than a year ago
New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.
Brahim has been a member of FPA for many years and has served in various capacities on the Board of Directors of the FPA of Pittsburgh.
How can people tell if you are sincere?
Here are some behaviors that cause people to doubt you.
Ex-employees sue Verizon over pension transfer deal with Prudential, RGA
A group of ex-Verizon employees filed the latest lawsuit challenging the efficacy of insurance companies managing pension funds.
Gary Brecka, Cardones file dueling lawsuits in battle of social media stars
A bitter fight between social media personalities in a fractured business partnership resulted in dueling holiday lawsuits between Gary Brecka and Grant Cardone.
Confidence is key to cold calling success
Confidence is the key to cold calling and that confidence comes from being uncomfortable.
Overcoming the indecision of prospects
Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
What issues top consumers’ list of financial goals for 2025?
As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
3 issues investors must be aware of in 2025
Investors must keep their eyes on three issues as they look ahead to the new year, according to a panel of Morningstar experts.
More Americans plan to focus on finances in 2025
More Americans intend to focus on financial stability in the coming year than they have in the last decade, according to the 2025 New Year’s Resolutions Study from Allianz Life.
Americans’ saving, investment product savvy improves, study finds
Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.
Bull or bear? What are financial advisors’ market expectations for 2025?
Most financial advisors surveyed are bullish on the economy in 2025. How optimistic are they?
Panel: Is the American retirement system ‘broken’?
Experts on an Employee Benefit Research Institute panel discuss whether America’s 401(k) retirement savings plan is broken.
Goldman Sachs, others weigh in on what’s ahead for the market in 2025
As 2024 comes to a close, financial advisors are turning to market forecasts for 2025 to gain insights into future trends.
