Post-Retirement Resources for Clients
Having counseled numerous clients through the retirement process, I realized there was a missing piece – purpose! To be happy, retirees need something meaningful to wake up for every day. Here are some resources – paid and unpaid – to let them do that.
Fossil Fuels Are Under Siege. Is Misinformation to Blame?
It’s becoming more and more difficult to be in the fossil fuel business. On both sides of the Atlantic, lawmakers and unelected bureaucrats are turning up the heat, so to speak, on companies over the issue of climate change.
Municipal Bonds: The Advantages of Active Management
The active/passive debate frequently focuses on equities, where active approaches have historically underperformed passive strategies. The story is decidedly different in the world of fixed income, where active managers can more easily exploit mispricing and other inefficiencies.
Reducing the Compliance Burden for Advisors
With a history spanning nearly 40 years and a mission to cultivate meaningful relationships, Grove Point Financial, a boutique broker-dealer and RIA solution with large firm resources, serves over 500 financial professionals across the country and prides itself on its nimble, visionary, and forward-thinking approach to client service. It is a partnership of professionals who share the passion and strength to grow independent businesses that serve the clients and the communities in which they operate. Its highly engaged leadership listens to advisors and evolves to serve them better.
Demographic Trends for the 50-and-Older Work Force
Note: This commentary has been updated with the latest numbers from the latest Employment Report for August. Consider: Today nearly one in three of the 65-69 cohort and one in five of the 70-74 cohort are in the labor force.
“Comprehensive” Financial Planning Can Be a Misnomer
Unless your planning contemplates the negative physical and mental health ramifications of widowhood, which include “psychological distress, physician visits and institutionalization, and higher rates of morbidity and mortality,” it’s not comprehensive.