(Lowell Pratt, President of Burney Advisor Services) Few of my parent’s generation invested in stocks. Most worked for companies that provided pensions and socked their savings away in banks. During my generation pensions were replaced by 401(k) plans and overnight, regular people had to become effective investors. As expected, many failed and now those “thrown into the deep end” souls are retiring with inadequate resources. The purpose of this book is to address that.
Read the whole thing here.
January 22, 2023
More Articles
Trump Says He Wants Government To Buy $200B In Mortgage Bonds In A Push To Bring Down Mortgage Rates
President Donald Trump said on social media Thursday that he is directing the federal government to buy $200 billion in mortgage bonds.
The Advisor’s Trust Ally: Fiduciary Trust Delivers Depth Without Disruption
Trust services have become a key driver of retention, asset growth, and client satisfaction—especially in the high-net-worth planning segment of advisory practices. Fiduciary Trust of New England offers a scalable, advisor-first model built on legal expertise, operational flexibility, and deep alignment with the evolving demands of modern wealth management.