(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
Bessent Says US Tariff Revenue Could be Well Over $500 Billion a Year
U.S. Treasury Secretary Scott Bessent said that customs duty revenues from President Donald Trump's tariffs may top $500 billion a year.
Suspended Broker Charged in Social Media Fraud Targeting Retail Investors
A cautionary tale for advisors underscores how social media hype continues to be a powerful tool for financial fraud.