Retirement Readiness

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50…

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When to Pivot?

The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather…

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A ‘Rising Tide’ Lifts Women

There’s an old saying: A rising tide lifts all boats. Applied to the economy, this means that general improvements could benefit all participants within the economy. The same appears to…

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Legacy Issues

Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable…

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All About Bots

Even if you aren’t familiar with bots, you’ve likely come into contact with many of these forms of artificial intelligence, or AI. Bots are applications that perform automated tasks such…

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