The trio of advisors will operate as the Todd Halbrook and Adam MacDonald Wealth Management Group in Newport Beach, California.
Jeff and Bruce chat with InvestmentNews contributing editor Mary Beth Franklin about recent projection that the Social Security trust funds will run out by 2034. Mary Beth walks us through how Social Security currently works, how it’s been an ever-evolving system in constant need of reform, and the reality that this current problem is not a math problem but a political one.
As this year’s tax deadline approaches, take a look at the states that impose the smallest tax burden on residents, according to a WalletHub ranking that takes into account property, income and sales taxes.
Stephen Walker and Wes Alston operate as Walker Alston Financial Group in San Antonio, Texas.
Cohen & Steers real estate strategist Rich Hill sits down with InvestmentNews anchor Gregg Greenberg to explain why fears of a commercial real estate collapse bringing down the banking system are overblown.
Marcy Keckler, a strategist at Ameriprise, sits down with InvestmentNews anchor Gregg Greenberg to explain the financial challenges faced by millennials, as well as how advisors can tap into this growing market.
As this year’s tax deadline approaches, WalletHub ranks the states in terms of the property, income and sales taxes they impose on residents.
Investors’ happiness with their advisors took a hit last year as the stock market dived, according to J.D. Power’s annual survey.
Bruce and Jeff talk to James Crowley, chief executive at Pershing, about the continued success of the world's largest custodian and the keys that make that possible. James claims much of it has to do with his longevity as CEO and the relationships he's cultivated, mixed with the proper timing to create opportunity. He also stresses the need to continue to innovate.
An advisor’s plain-language explanation of financial system intricacies can help allay fears, keep emotions under control and inform better decision-making.
