(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
Did Powell Signal September Rate Drop with Jackson Hole Speech?
Fed Chair Powell delivered message markets were hoping for at Jackson Hole, signaling the central bank is prepared to shift policy in September.
Acquisitions and Consolidation Continues to Reshape Wealth Management - Mariner Wealth Advisors Make Latest Headlines
Mariner Wealth Advisors is making headlines in the RIA space with another set of acquisitions, underscoring the pace and scale of consolidation.