financial planning advisors

“Cautious Consulters” and “Knowledgeable Xers” are the two groups wealthier Generation X in the report “Getting to Know Gen X and Millennial Investors” by ORC International and commissioned by Global X Management Company. The Cautious …

by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …

Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Millennials, those with over $100,000 to invest, into two categories: “Builders” and “Adrenaline Techies.” Builders have just begun to save …

Yes, one of the main findings of the report, “Getting to Know Gen X and Millennial Investors,” commissioned by Global X Management with research from ORC International, was that when grouped by wealth and age, …

Baby Boomers, long the prize of the investment advisor community, are beginning to retire in droves, with many estimates putting the number as high as 10,000 new retirees per day, a trend expected to continue …

by Ryan W. Smith Two of the most popular trading strategies have seemingly gone head-to-head for decades with no clear winner in sight. Research has also not proven out a clear winner between Momentum Trading …

Momentum Trading is a strategy in the investment world were traders will only concern themselves with the “hot picks” of the day, the high percentage and volume movers of that trading session. Traders in this …

by Ryan W. Smith The Free Application for Federal Student Aid (FAFSA) has become an annual rite for all college-bound students since its creation in 1992. The form, which parents fill out annually with income, …

There are two main aspects of FAFSA and 529 College Savings Plans that are impacted by the FAFSA changes. The first deals with the Expected Family Contribution (EFC) amount derived from FAFSA information. The EFC’s …