Given the upcoming $30 trillion wealth transfer predicted by Accenture, more advisors are turning their sights toward building a younger clientele.
For an investor at any stage of life, there’s always a lot to learn. However, for those of us who prefer to use an outside professional, we fortunately don’t have to learn all the gritty details.
“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good.” – Warren Buffett For the first half of the year, the markets seemed fun to many investors–anytime you checked your stocks, they were usually up. Recently, however, the markets have started making some moves downward. For […]
Target-date funds are extremely popular with investors and are often the default choice in 401k plans. In theory, target-date funds are a great idea; you pick the fund that matches your expected retirement date, and it takes care of details like asset allocation and rebalancing. It’s a simple option, like putting your investments on cruise […]