2019 Social Security Survey Results
The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement.
The future of the Social Security system in the United States is a pressing concern for retirees and anyone who is planning for retirement.
Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and elevate your practice. The...
Behavioral finance is a trending topic in the wealth management discussion. Understandably so––behavioral finance meshes psychology and economics to explain how investors make...
Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the news...
If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”
The crux of this...
When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based on...
On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute of...
Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.
Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from ill-gotten...