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Food for thought


Legacy Issues

September 11, 2018

Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable groan about the entitlement of youth, bear in mind that today’s young adults do have different financial challenges than in past generations. 1 It used to…

Trends in Real Estate

August 14, 2018

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople, friends, poor married couples, other people’s children,…

Takeaways From the 2018 Berkshire Hathaway Annual Meeting

August 7, 2018

As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…

Retirement Investing

July 31, 2018

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…

Market Trends

July 24, 2018

Fueled by more plentiful jobs, the U.S. residential real-estate market is skyrocketing. In some areas, particularly major metropolitan cities, buyers are struggling to either find or afford a home. Those lucky enough to find the right place have to move quickly — gone are the days of extensive deliberation on whether a house fits every…

Debunking Market Myths

February 27, 2018

The world keeps changing, politics and social movements emerge, the stock markets fluctuate and a lot of our preconceived notions continue to be challenged. However, some things don’t seem to change, including myths about the markets and investing. Let’s take a look at some of the ones that still exist. It’s true that it’s usually…

Green Innovation and Investors

February 20, 2018

President Trump may have announced his intention to drop the U.S. from the Paris Agreement last June,1 but that didn’t stop commerce from pressing on with “green” innovation. Drawing from lessons learned from the emerging renewable energy industry, many global corporations have found there is money to be made by saving the world from pollutants.…

Preventing Elderly Financial Abuse

August 8, 2017

A recent study by the Center for Retirement Research at Boston College concluded that many retirees who do not suffer from any cognitive impairment can still manage their money through their 70s and 80s.1 The study reports that financial capacity relies on accumulated knowledge and that knowledge stays mostly intact as we age. However, the study…

Will Power be Restored to the Coal Industry?

June 20, 2017

In March, President Donald Trump signed executive orders to rescind several regulations that were in place to limit pollution from mining and burning coal.1 The administration’s goal is to revive the coal mining industry, but the downside is coal emissions release more greenhouse gases than natural gas.2 These recent actions serve as a reminder that…

Can Longevity Truly Be Predicted?

June 13, 2017

Every morning, Emma Morano ate a raw egg and biscuits. When she died at age 117 in April of this year, she was the oldest person in the world. She lived in Verbania, a picturesque town situated on Lake Maggiore in northern Italy.1 Violet Brown, who was born in 1900 and lives in Jamaica, now…

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