A new book argues that personal finance is “rigged,” with fees, traps, and complex products that saddle ordinary consumers while the wealthy reap the benefits https://t.co/ETpqGN4U2e
Retirees are on a self-imposed fun diet. It's tough to balance FOMO -- didn't we save all this money in order to enjoy retirement?!? -- with FORO, the fear of running out of money (as Pru's David Blanchett put it). https://t.co/Dbe5ZdCHeP
Where to invest $1 million now? (Hey, we can dream.) Experts point to opportunities including robotics, banks and Chinese chips. (And also to Corvettes, Puglia and Vancouver Island.) Thanks to BCA's Marko Papic, JPAM's Gabriela Santos and Garrett Melson from Natixis for the ideas! https://t.co/ft9iUeP7Uo
As anxiety creeps in about the future and their finances, Gen Zers have started outpacing other generations in saving for retirement https://t.co/A6M8AqfFlz
The father of the 401(k) says the retirement plans mainly benefit high earners. His new savings plan aims to help less wealthy workers. https://t.co/AcHQP5LjIX
The lure of private equity among ordinary investors has intensified with the immense riches created by SpaceX's IPO. Please resist, says @AllisonSchrager https://t.co/32okyDnZGj
Will your next financial adviser be named Claude?? Wealth management can be a cushy white-collar job, but as AI makes advancements, workers in these roles look more vulnerable to replacement than ever https://t.co/eUDrtuDEzi
Our many-months-in-the-making interactive Retirement Countdown guide, w/tips for people from 30 to 1 year away from retirement, is out! Tax tips, planning and investment moves, mistakes to avoid and more. I hope it helps set you up for a richer retirement.
https://t.co/OJtRUVNQON
As AI rapidly evolves, betting on its future can be both exciting and perilous. Here’s where experts including @CathieDWood see the most opportunity. https://t.co/1Q56pT268n
A new book argues that personal finance is “rigged,” with fees, traps, and complex products that saddle ordinary consumers while the wealthy reap the benefits https://t.co/ETpqGN4U2e
Where to invest now? Ideas from BNY Wealth's Sinead Colton Grant,TwinFocus's John Pantekidis, Leverty Financial's Michael Leverty & Presilium's Jerry Davidse range from US tech to value plays abroad, small-caps, munis and good old 10-year Treasuries. https://t.co/Csx5xOjieV
Americans may not like paying higher taxes, but they'd gladly do so if it means keeping Congress from cutting Social Security benefits, says @keds_economist https://t.co/VGZIRogv6i via @opinion
This really does feel like something you’d look back on and be like:
“obviously we were near the top. People were bragging in news articles about dumping stocks to buy bitcoin with their kids’ college funds”
Either a paradigm shift or ‘toppy’ behavior 🤔
Courtesy of @cfb_18
Saving enough to retire is tough, and Gen X is feeling the heat. Their challenges reflect financial issues many Americans grapple with in our imperfect retirement system. We commissioned a Harris Poll & spoke to Xers about their struggles.
https://t.co/iF4FrWTrrD
It takes a $270k salary & $5.3M net worth to be financially successful?! Yikes. Almost everyone I know is unsuccessful, by this survey’s measure. A crazy-high bar. https://t.co/lEVgc69hHg via @wealth