Investors fear the 2024 elections may hurt retirement savings
Market volatility or changes to Social Security could be on the horizon with the 2024 election. Here's what experts say you can do to protect your retirement.
Source: cnbc.com
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Top News In Concurrent Financial Today - Breaking & Trending Today
The tried-and-true 60/40 portfolio is making a comeback this year
The portfolio may be coming back in vogue as its diversification benefit shines.
Source: cnbc.com
Investopedia Announces the 2023 INV100 Most Influential Financial Advisors
/PRNewswire/ -- Today Investopedia announces the 2023 Investopedia 100 Most Influential Financial Advisors. The INV100 list honors independent U.S.-based...
Source: prnewswire.com
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Investopedia 100 Top Financial Advisors of 2023
The 2023 Investopedia 100 celebrates financial advisors who are making significant contributions to conversations about financial literacy, investing strategies, and wealth management.
Source: investopedia.com
Tell Your Story to Connect With Clients
Concurrent Financial Planning's Dr. Preston Cherry told financial advisors that telling their story is how to connect with clients.
Source: etftrends.com