Staggering Statistics
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.
Category: Careers
The Lies We Tell Ourselves About Money
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.
Jay Clayton’s Vision as SEC Chairman
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.
Robo-Advisors: Automation in Finance & Retail
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.
The Future of Advisors and Banking Technology
Are robotic “assistants” in store for brokers? Is the banking culture getting more relaxed? Find out in this week's blog!
When Did Life Change So Significantly?
It’s inevitable that things, and people, change. Even certain careers have changed, and some became obsolete, due to the digital age.
Categories:
Careers
Asking the Right Question to Get the Right Answer
When searching for a financial advisor it is crucial to ask the right questions. Join Nick this week, as he looks to do just that, while expelling some of the myths commonly told to everyday investors.
Avoid ‘Me-First’ Advice and Ensure Fiduciary Responsibility
Jeff Ivory and Thad Schlaud are always on the lookout for good financial articles, especially as they pertain to fiduciaries. Unfortunately, they are usually disappointed, but nonetheless they are always looking. This week, Thad actually received an intriguing article from a client that sparked his interest; although there are a few adjustments he would like to make. Take a look!
What Does “I’m Happy With My Guy” Mean?
This week Nick Pagano takes a peek into what it means to be “happy” with your “guy” and why it may not be as satisfying as it sounds.
If Everyone was a Fiduciary
Jeff recently found the best article on the Fiduciary Rule yet. Join him for a fresh take on a recurring topic...and maybe even a laugh!