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Retirement

Study: Americans Lack Annuity Knowledge

While many financial experts see the value of lifetime income in retirement planning, annuities remain a misunderstood financial product among consumers who are looking for...

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The College

The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

The man who...

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Financial Planning, The College

The Value of Designations: The Client's Perspective

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

A 2018 study, The...

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Financial Planning, Philanthropy

How to Spark A Philanthropic Conversation With Boomer Business Owners

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

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Wealth Management

Using The Core-Satellite Approach

Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the...

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Wealth Management

When heuristics go wrong in decision-making

In a previous post, we discussed the stark contrast between the traditional economic rationale and bounded rationality. With bounded rationality, consumers can make an optimal...

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Wealth Management

Bounded Rationality: The Realistic Choice

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we...

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Insurance

Tax Reform And Life Insurance in Secondary Markets

With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this...

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The College

5 Award-winning Millennials Leading The Next Generation to Financial Security

Five of the brightest young minds in financial services were awarded the 2018 Millennial Financial Services Professional Award by The American College of Financial Services....

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