The $84 Trillion Elephant in the Room
I’ve seen all sorts of estimates for the coming wealth transfer from baby boomers to the next generation. $16 trillion. $84 trillion. $124 trillion. W...
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I’m the co-CEO of an $800 billion investment firm. Here’s why I need a financial adviser
An adviser should be your portfolio’s general manager, coach and star player. What does that make you? The team owner. [Read more…]...
The Future of Healthy Aging and Retirement
Knowledge at Wharton – As populations age and lifespans increase, retirement systems, health care, and financial planning must adapt, according t...
Do you have good communication with your RIA?
“I am getting very frustrated’: My mother’s adviser has not returned my calls.” [Read More…]...
LPL, Edward Jones, Stifel, Ameritrade and RBC charged excessive commissions
LPL, Edward Jones, Stifel, Ameritrade and RBC were ordered to pay $29 million for charging customers excessive commissions. [Read More…]...
California passed Japan to become the fourth-largest economy in 2024, new data from the BEA reveals.
California’s GDP ($4.1 trillion) is now larger than every other country, barring Germany, China, and of course the rest of the United States. [Rea...
Crypto – New Report Shows Rising Consumer Confidence
The latest edition of Wharton’s Consumer Cryptocurrency Confidence Report finds increasing ownership rates and expanding use cases, both online and of...
Why Fed Independence is Critical
The Federal Reserve’s independence is paramount, especially when the economy faces new and untested challenging times, according to Peter Cont...
Microsoft says AI tools such as Copilot or ChatGPT are affecting critical thinking at work
AI tools might be convenient for workers, but there’s a risk they’ll become too reliant in the future…[Read more]...
Research Says People With High Emotional Intelligence Exhibit 1 Trait to Become Exceptional Leaders
Of all the traits that make emotionally intelligent leaders stand out, one stands above the rest: self-awareness (also known as self-knowledge or in...
You’ve worked hard to grow your money. Now travel and see the world
Content. It’s not the place that is special but what we bring to it and, crucially, how we interact with it. Travel is not about the destination or th...
Looks like Toyota was right about EVs
Toyota has gained ground by prioritizing hybrids over battery electric vehicles, a decision that, in the past, drew widespread derision. To many, it see...
U.S. Stock Markets are Swallowing the Rest of the World
The United States is the envy of the world in terms of financial markets and economic performance. [Read more...]...
Asian Americans and Pacific Islanders: Lifelong learners when it comes to their finances
Self-reliant and averse to debt, this multifaceted group is hungry for new ideas and tools to help them manage their money and pursue their goals. [READ...
How AI is hurting Tech workers from finding jobs
Content: AI hiring agents are rejecting AI-generated applications. [READ MORE…]...
Mark Cuban – Hire somebody to Manage Your Money
Cuban’s advice to people with lots of money to invest is to hire somebody to manage it. “It cannot be your friend,” he added. “I...
US News names Wharton School of Business and Stanford business school as #1 MBA programs
In its annual rankings of the top business schools, US News & World Report named Wharton, University of Pennsylvania and Stanford Business School t...
Partnering with an RIA – Building your Financial Legacy in 2025 and Beyond through the 7 Ps
The end of the year is typically marked by New Year’s resolutions and goals related to health, family and career. It is equally as important to assess...