basilschmitz

Outdated, inefficient, and imprecise — these three words aptly describe the traditional approach to client acquisition in retirement planning.

Investing in gold can have a positive impact on your portfolio. After all, gold offers diversification value and protection from market risks, which can help improve your risk-adjusted returns. But, that’s only if

Navigating the complexities of elder care transitions is a daunting task, but it can also be a significant opportunity for financial advisors to deepen their relationships with clients. For Patti

The desire to retire early is not new, but achieving that goal has become more complicated in recent years. Factors ranging from rising costs to longer life spans have bumped

Inflation is cooling, which means that there’s a chance that interest rates could come down soon. After all, the Federal Reserve may cut its target federal funds rate, which is

As the 2024 U.S. presidential election between Joe Biden and Donald Trump looms on the horizon, you may be wondering how the outcome could impact your personal finances. It’s impossible to

In the lead-up to the next U.S. presidential election, there’s a lot of speculation as to how a Donald Trump win would affect the economy. If you’re an investor or

Former President Donald Trump is once again leading the Republican charge to reclaim the White House. As the campaign rhetoric intensifies, one group keeping a particularly close eye on the

The 2024 election is getting closer, and a lot of Americans are wondering how the outcome could affect big life decisions, like buying or selling a home.  If Biden wins

Federal Reserve officials announced the Fed does not plan to cut interest rates on Wednesday, leaving rates at a 23-year high. While inflation eased last month, a statement from the Fed says