Advisor Alpha
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
We are officially in a Bear Market. I thought I would share a few thoughts on it to help put things in perspective.
The annual report for Social Security and Medicare came out recently. Here I share a few highlights of the report.
Retirement is starting to change. At least for some people.
It has been an interesting start to the year with the stock market. I wanted to share some quick thoughts on the market and related items.
In this final writeup on taxes, I am covering upcoming changes to the tax code. These are connected to the TCJA which will expire in a few years.