(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
Banking Predictions For 2026: 5 Ways The Industry Will Evolve Next Year
From heavier reliance on AI to the phase-out of cash and physical branches — here are the trends experts say we can expect to see more of in 2026.
How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing.