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Not Just Death and Taxes: Millennial Caregivers of Aging Parents

More and more adults are becoming caregivers to aging and elderly relatives, and the number of young caregivers is increasing disproportionately. What resources can plan sponsors offer employees who are trying to plan for these emotionally and financially challenging circumstances—or may already be facing them?

Real Estate Reality

The real estate market is seeing some significant changes, but not everyone can agree on what those are. Are people really leaving cities? Is Airbnb done for, or will it bounce back? Most importantly, how can sponsors help their employees find the tools and advisors they need to set themselves in the best position?

There Is No Chaos, Really: How to Help Employees Understand Coronavirus Trends

The COVID-19 pandemic disrupted markets in unexpected ways, and many are struggling to understand these new trends. With the right frame of reference, plan sponsors can help employees see the emerging consumer behavioral patterns.

Millennihilism: Investing in an Uncertain Future

It can be difficult for Millennials to envision a better future (financial or otherwise) because they have never really experienced it; after being told it’ll get better time and time again, Millennials have only been disappointed, so now some may not see a point in long-term savings. But can the sometimes-hopeful-hopelessness be the key to a more secure financial future?

Gambling, Gaming, and Investment

Is this just a game to you? For some, the answer is yes. Sports bettors have turned to the stock market, while young people are using investment apps that have the kind of gambling-adjacent features often found in video games.

Forecasting a Storm of Questions about Zero-Fee Funds

It may not be two tropical storms about to collide, but the news of Charles Schwabs’ earnings report out in mid-July questioning whether zero fee models can be sustained nipping at the heels of a case potentially pending before the Supreme Court on fees could have a major impact. Batten down the hatches because the winds of change could be coming.

Wheel of Misfortune: COVID Test Prices and Accuracy Are the Worst Guessing Game

How much does a COVID test cost? Unfortunately, like many healthcare-related questions, there’s no simple answer. There are, however, a few steps employees can take to ensure they’re minimizing their out-of-pocket expenses and getting accurate results.

Lights, Camera, Action! How to Be the Best Film Director Zoom Has Ever Seen

Zoom, Webex, Teams, oh my! Online meeting platforms are seeing an uptick in use due to the sheer volume of people working remotely, but not everyone can make every meeting. Here are a few tips for supplementing your meetings and presentations for all to enjoy…and for creating digital content to connect safely with clients.

Two Sides of the Same COVID Coin: Dipping into Retirement Savings and Early Retirement

Though early retirement and using retirement savings right now seem like ideas completely at odds with each other, the two courses of action are more similar than they seem; it’s that COVID has employees making tough retirement decisions across the board.

Vis-À-Visa: How Visa Restrictions May Affect Workers, Businesses, and Economic Recovery

To H-1B or not to H-1B, that is the question. Hundreds of thousands of workers will be unable to enter the country thanks to the recent visa restrictions. What does that mean for workers and the economy, and how should investors react?

Are Investment Subscriptions the New Netflix?

Is financial advising the new Netflix? While subscription models exist in the investment world, they’re not exactly common…but that may be changing.

Advising Small Business Owners in a Pandemic: Succession Planning Should be Priority Number 1

Small business owners don't have retirement plans, could that be because they don't have succession plans?

Mad Money: Help Your Clients Save to Save their Sanity

If your client’s work day is literally never ending now that they work from home, they may want to start a mad money account.

Working Retirement: When Its Time to Call it Quits

Not everyone wants to retire. Whatever the motivation, many older investors may have been planning on a working retirement. Those older investors probably didn’t plan on a contagious pandemic that makes them feel unsafe returning to work.

Business Insurance: Is it Time to Talk to the Insurance Guy Again?

Financial advisors may be masters at managing risk for their clients, but they should also know to risk manage their own business by having appropriate business insurance. While the mix of what makes up appropriate for one advisor necessarily differs from another, there is one clear and common thing among all advisors when it comes to insurance: no one could have seen 2020 coming.

Safety First: How Student Loans Impacted Millennials’ Investment Future

Why are Millennials more reticent to enter the stock market than their predecessors? Student loans may offer some insight.

Side Gig Superheroes

Almost half of those in the workforce have a part-time “side gig” to help pay the bills, save for retirement, or generate a little extra spending money. As the COVID-19 pandemic prompted massive layoffs and record unemployment numbers, here are a few ways gig workers can cope during this economic crisis.

Investing in a Better Future: ESG and Black Lives Matter

It’s easy for brands to adopt the language of social reform and make commitments they have no intention of keeping. Here’s how to help your clients distinguish performative allyship from real commitments to racial justice before investing.

Wall Street and Main Street

Context is everything in Communications. The term “economy” is more confusing than ever. Here are a few ways to add clarity to your communications about it.
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