Average preparedness score exposes shortfalls beyond traditional retirement planning.
Rising costs push households toward trade-offs, side hustles, and disciplined spending.
Existing home sale transactions down 3.6% in March amid affordability strain and uneven spring market demand.
Energy shocks, rising yields and shifting ‘defensives’ signal a new stagflationary playbook.
Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations.
Report warns past forecasts missed turning points as new indicators aim to spot next cycle.
Oil spikes and $4 fuel deepen economic strain as Middle East tensions disrupt global supply.
Top 20% capture most AI gains as strategy, trust, and scale separate leaders from laggards.
Advisors urged to look past headline yields as liquidity risks, valuation opacity, and widening manager gaps reshape the asset class.
Investors retreat to safety as rising conflict risk and oil spikes shake global confidence.
