Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
According to a biannual report by the Society of Actuaries regarding retirement expenses, commonalties exist between both age range and income level. For example, Chronic Illness and Dental Expenses are common unexpected expenses for those …
According to a biannual report by the Society of Actuaries regarding retirement expenses, nearly half of all Americans have no retirement savings at all and will rely almost solely on Social Security for retirement income. …
Bear market recoveries often take considerable time, since the market has to recover, then heal, before rebounding. An exception is the recent rise of the S&P 500 by 69% from March 2009 to March 2010 …
Most studies have shown there is no “normal” bear market, much in the same way there is no “normal” bull market. There are telltale signs that show a phenomena is occurring, but often it is …
by Ryan W. Smith Less than half of current retirees and near-retirees who expect to retire within a decade receive advice that includes Social Security in their retirement financial plans, according to a survey by …
Nearly one-third (32%) of those who plan to retire in the next ten years are guessing or do not know what their benefit will be, according to a survey by the Nationwide Retirement Institute, part …
People who have recently retired by 77% to 23% margin do not expect Social Security to be part of their conversations with their financial advisors, according to a survey by the Nationwide Retirement Institute, part …
Less than half of current retirees and near-retirees who expect to retire within a decade receive advice that includes Social Security in their retirement financial plans, according to a survey by the Nationwide Retirement Institute, …
by Ryan W. Smith Many successful financial advisors are the focal point of all finance-related questions for their clients and with good reason. Assisting families with retirement and college-expense planning, along with regular investment accounts …
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