What We’re Reading This Week
This week we look at the new SEC-approved rules for brokers. What has changed, and will these really help clients?
We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
This week we look at the new SEC-approved rules for brokers. What has changed, and will these really help clients?
A look at when to teach your kids to start saving money, including saving for retirement early to garner big gains.
This week we are reading about an interesting insider trading case, timing the market, and the startling discovery that women may make better investors than men. Well, maybe.
This week we’re reading about (new?) news surrounding an old JPMorgan scandal, and how automation will change jobs and the modern economy.
What do you get when you save $40/month for 35 years? The answer is $17,000 and that is not enough for retirement. Sadly, that is the median savings for a 60-year old in this country.
There are a lot of lies we hear that leave us confused about how to best handle our money, but it turns out someone else is telling us more lies that can hurt us, ourselves.
You’ve likely already met Judy Orians, or have at least heard her voice on the phone, but now you get a chance to learn more about her as part of our monthly “Meet the Team” blog.
Read about Jay Clayton and his first speech as SEC Chairman, and what unthinkable acts are traders doing when they get bored? Turns out it’s just the usual stuff that everybody else does, including spending time with their kids.
What do robots and T.J. Maxx have in common? Well, nothing really except that they are both mentioned in this blog about what we’re reading this week.
Are robotic “assistants” in store for brokers? Is the banking culture getting more relaxed? Find out in this week's blog!