by A&A Editorial Team | May 20, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
In financial planning, it’s easy to assume that the ultra-wealthy have all their bases covered. After all, they have significant resources at their disposal. But a closer look reveals that even the wealthiest individuals and families have hidden gaps in their...
by Amber Allen | Apr 16, 2024 | Amber Allen, Asset Management/Advisory, Wealth
The modern family dynamic is shifting, and women increasingly take the reins as financial decision-makers and primary breadwinners. As highlighted by the 2023 Women Money Power Study, nearly half of American women (49%) now self-identify as their household’s...
by A&A Editorial Team | Apr 16, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
Engaging Millennials and Gen Xers in financial planning discussions requires addressing a significant concern: the future of Social Security. Many worry it won’t be there, leading to a bleak financial outlook. You can empower your clients to take control of...
by A&A Editorial Team | Mar 19, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
Uncertainty was a constant in our industry throughout 2023, and 2024 is expected to bring more of the same. The year ahead is expected to have its fair share of challenges — from an erratic market to geopolitical tensions. With interest rates holding at 5.5%, we’re...
by A&A Editorial Team | Mar 15, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
Tax season can be a daunting time for individuals and businesses alike. The complexities of the tax code, ever-changing regulations, and the fear of making costly mistakes can overwhelm many. It’s our job to guide our clients through this maze and help them properly...
by Matt McClure | Mar 12, 2024 | Asset Management/Advisory, Matt McClure, Wealth
The internet is a double-edged sword for financial education. While readily accessible and full of valuable resources, the web is also littered with unvetted content, inaccuracies and scams, leaving many feeling overwhelmed and confused. Register to read entire...
