Press

October 9, 2024/ www.financial-planning.com/ -- Interest in ESG investing has soared in recent years. ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, and every asset owner surveyed in a Morningstar report issued last month is allocating at least a portion of their assets to strategies that take ESG factors into account. (The Voice of the Asset Owner Survey 2024 surveyed 500 asset owners worldwide representing $18 trillion of assets under management.)"

August 11, 2024 / www.gobankingrates.com/ -- First, the good news. The Social Security Administration instituted a cost-of-living adjustment (COLA) increase of 3.2% for 2024. That means that the maximum retirement benefit for those who reached full retirement age this year rose to $3,822 per month."

July 24, 2024 / www.gobankingrates.com/ -- It remains unclear exactly what former President Trump might do with Social Security if elected this November. However, based on his party affiliation, his first administration’s tax cuts, and other factors, here are three potential long-term changes to Social Security if Trump is elected — and how to prepare for them — according to experts"

MARCH 10, 2024/⁨time.com/personal-finance/ -- Whenever the stock market misbehaves, there’s a tendency among investors to think of the current downturn as “the big one”—the worst in history. Nevertheless, the biggest market crashes in U.S. history easily dwarf the current downturn that began early in 2022. What are the biggest market crashes in U.S. history? More importantly, what strategies can we use to survive, and even thrive, despite whatever the financial markets might be throwing at us?"

March 15, 2023 /⁨financial-planning.com⁩/ -- Ever since Silicon Valley Bank collapsed last week, many retirement savers have been asking nervous questions. Will other banks fail? Are their cash savings safe? And as the stock market takes a hit, what will happen to their 401(k)s and individual retirement plans?"

Feb. 11, 2022 / sj.com/ -- Red-hot stocks and real estate convinced many people to start their golden years sooner. ‘People forget that markets go down.’"

May 3, 2021 / investmentnews.com/ -- Hype from retail and institutional investors on digital assets isn’t enough to sway skeptical advisers who are weighing the risk and reward of crypto before adding the asset class to clients' portfolios."

December 2021 / napfaadvisor-digital.com/ -- A2021 New Yorker article by Deep Work author Cal Newport highlighted a current trend of well-educated workers leaving their jobs. They’re not leaving because the pandemic created obstacles to their employment but, at least partly, because the pandemic nudged them to rethink the role of work in their lives. As a result, many are embracing career downsizing, voluntarily reducing their work hours to emphasize other aspects of life."

September 9, 2020 / fortunechina.com/ -- Although it is possible to make money in foreign exchange trading, when people discover the difficulty of actual operation, many people begin to turn to the path of earning passive income by attracting new people."

January 4, 2023 / themilitarywallet.com/ -- Exchange-traded funds – or ETFs – are a simple way for many investors to achieve diversification. This guide will break down the various types of ETFs available to investors, their pros and cons and what you should consider when choosing an ETF."

October 18, 2021 / investmentnews.com/ -- State-regulated investment advisers are seeking the same latitude to use testimonials to promote their firms that larger advisory firms will have under a new SEC rule, but they will have to wait for their individual states to make that decision."

Jan 15, 2021 / www.wealthmanagement.com/ -- With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors."

Nov. 14, 2020 / aaiipdx.com/ "

September 20, 2020 / fortune.com/ -- Complicated dance moves, soothing videos, funny couple challenges…a hive of foreign exchange day traders? Of all the subcultures on Twitter, TikTok, and Instagram, this is one of the most improbable—and riskiest—to emerge. But it’s a real and growing trend. "

May 15, 2020 / money.com/ -- When the markets take a stomach-tightening dive, many investors head for the perceived safety of annuities. These insurance products offer the promise of guaranteed income, an attractive proposition for many retirees in a volatile market. Variable annuity sales rose 16% in the first quarter over the same period last year. Within that category, sales of registered indexed annuities grew by 44% over the first quarter of 2019."

February 25, 2020 / investmentnews.com/ -- As U.S. investors panicked Tuesday amid global reports of a wider outbreak of the coronavirus, financial advisers urged their clients to avoid reacting negatively to the market dip. "

October 23, 2019 / depositaccounts.com/ -- If you want to save money but don’t know where to start, keep reading this guide to learn how you can improve your finances and quality of life. We’ll discuss choosing the right budgeting system and strategies, deciding where to keep your hard-earned savings and determining how much to save each month. We’ll also offer money-saving tips that could make a positive difference in your financial well-being."

September 30, 2019 / wealthmanagement.com/ -- Taking on student loan conversations with teens means different things to different advisors. Does it help the bottom line?"

July 25, 2019 / www.wsj.com/ -- What to consider when banks offer rate cuts, special pricing and other discounts and incentives"