(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
Clermont Trust USA Goes Live on the SEI Wealth Platform
“Serving trust companies and regional and community banks has been integral to our business for more than 55 years, and we understand the increasing challenges they face in a dynamic and competitive wealth management landscape."
Flexible Plan Investments Launches FlexDirex
The FlexDirex strategies use Direxion leveraged and inverse single-stock ETFs, which seek daily leveraged or inverse exposure to an underlying security. Direxion is a leading provider of tactical ETFs.