Articles for Advisors

College Funding Choices for Parents

While investors with lower levels of wealth obviously need to take advantage of funding sources to make it financially feasible for their children to attend college, even wealthy investors take advantage of scholarships and loans to defray some of the thousands of dollars a year that colleges cost.

 

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With Wealth Comes Investing Choices

Spectrem’s annual study of investor assets and investment allocations shows that wealthier investors have a wider range of investment opportunities. It also shows that the older the investor is, the more likely they are to have more investable assets.

 

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Politics and Investing

One product of the current and seemingly endless political discourse is that there are daily updates published or broadcast about how Americans feel regarding political topics. While these polls often follow the political leanings of the citizen, they occasionally provide some guidance as to how the country is leaning one way or another.

 

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Blog: Military Matters

I have a brother-in-law that went to West Point and continues to serve on a limited basis in the National Guard even though he is getting close to retirement age.  After serving in the military, and receiving numerous medals and awards, he attended law school resulting in a very successful career.  

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From One Investor to Another...

Investors frequently compare themselves to others. When discussing their investment options with financial advisors, they want to know what other investors are up to. It is not unusual for an investor to ask the question “What is everyone else doing?” when considering investment options.

 

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Retirement Concerns Among Military Personnel

Like so many other Americans with solid retirement programs, current and former military personnel worry about retirement. Even some of the wealthiest Americans worry about having enough assets for retirement, and although the military pays sufficiently, it does not necessarily turn service members into instant Millionaires.

 

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The Primary Aim of Parenting

Spectrem’s new study on how parenting impacts investor perceptions reveals that not everybody believes their children will have a better financial life than their parents.

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Will Politics Ever Go Away?

There was a time when the stock market was more of a concern than it is today. There was a time when international relations were a bit more problematic than they are now.

But for the foreseeable future, the topic that most bothers affluent investors is the political atmosphere in America.

 

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