(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
WisdomTree’s DGRW: A Core Allocation Built on Quality, Growth, and Dividend Discipline
WisdomTree’s DGRW combines dividend growth, profitability, and balance sheet strength to help advisors navigate shifting correlations and market stress. The fund aims to provide a disciplined alternative to traditional cap-weighted core equity strategies.
Morning Bid: Fed Easing Bets Reach Fever Pitch
Spurred on by Trump and Bessent expectations for rate cuts are reaching fever pitch with markets starting to price in small chance of half point cut.