At 97, Cathy Schuh’s father does Sudoku, the crossword, plays bridge weekly and is a whiz on the computer. The former chemical engineer and his wife, Ms. Schuh’s mother, live in an assisted living community in Illinois — they’re fortunate to have the help they need now that she, a former teacher, has dementia at 93.
Believe it or not, the oldest Millennials are turning 45 years old this year. To commemorate this milestone and to help plan for longevity, John Hancock and the MIT Age Lab recently partnered together to create the Longevity Preparedness Index.
I have always been a strong proponent of financial and investing literacy, and a decade ago, I had the opportunity to turn that passion into advocacy when I joined the Save Our Retirement coalition.
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
Be vigilant: we- are seeing a rise in increasingly sophisticated cybersecurity scams targeting investors of all ages.
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
Vanguard research has revealed four pillars of value that financial advice can provide—and the top one delves deeper than portfolio returns.
Independent research continues to show that working with a Certified Financial Planner adds significant value to one’s financial planning journey.
During stock market volatility, stay calm and stick to what has been historically successful: building a foundation based upon broad-based stock index funds.
