(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
Volatility Remains Persistent With a Sharp September Reversal to Open the Month
Tech stocks are starting September under pressure, a sharp reversal from the record-setting highs that closed out the summer.
Goldman Sachs and Elevation Point Expand Partnership to Support Independent Financial Advisors
The independent advisor channel continues to grow at a rapid pace, reshaping the wealth management landscape.