Millennials Eager To Retire Early

Scott Martin Contributor

March 3, 2000

The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.

Flexible Plan: What Is Risk?

After almost 50 years of researching the financial markets, operating one of the early hedge funds, and then running a multibillion-dollar turnkey asset management program for more than 40 years, I’ve formulated some thoughts on risk that I’d like to share.

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Focus Partners: Will vs. Trust: Which Best Protects Clients' Wealth and Legacy?

Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.

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