(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
The Role of Direct Indexing in a Human-First Advisory Practice
Personalization has become a favorite promise in the advisory industry, and yet it’s also one of the most misunderstood. Every firm claims to deliver it. Every client expects it.
Market Doubts Hassett Can Deliver At Fed, PGIM’s Peters Says
Market Doubts Hassett Can Deliver at Fed, PGIM’s Peters Says