Measuring the Value of a Financial Professional

Measuring the Value of a Financial Professional

Findings suggest that these relationships can make a difference for investors. Provided by Kristin Hershey   What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to...
Measuring the Value of a Financial Professional

Life Insurance with Extended-Care Riders

As conventional extended-care policies grow costlier, alternatives have emerged. Provided by Kristin Hershey   The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has...
Measuring the Value of a Financial Professional

What It Takes to Become an Accredited Investor

For the average investor, the financial landscape can sometimes feel like a complex maze with limited access to certain investment opportunities. However, within this realm exists a distinct category known as accredited investors. If you’ve ever wondered what...
Measuring the Value of a Financial Professional

Retiring Earlier Than Expected? What To Know

Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation. However, it’s important to get yourself back on...
Measuring the Value of a Financial Professional

The Power of the Consumer

A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate. In recent months, consumer confidence has been...
Measuring the Value of a Financial Professional

Wise Decisions with Retirement in Mind

Certain financial & lifestyle choices may lead you toward a better future. Provided by Kristin Hershey   Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference....