#financial-advisors

#financial-advisors

Possibly advisors don't prioritize Gen Xers because they carry more credit card debt than any other generation. Or maybe it's because they are struggling to raise their children and put them through college while simultaneously taking care of aging parents. Younger Gen Xers are in mid-career, still paying off their student loans. As they age, many will have adult children returning to the nest.

The Schwab U.S. Dividend Equity ETF (SCHD) is one of the gold standards as far as dividend-focused ETFs are concerned. With a nearly 4% yield, the American equity basket delivers on the income front while also allowing for a good amount of growth.

The Health Savings Account (HSA) is a powerful savings tool for retirement planning, especially due to its triple-tax-advantaged nature, offering tax break contributions.

The tech IPO market has heated up this year, showing strong appetite for new offerings, particularly through the summer months and into year-end.

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.

Meeting digital natives where they're at isn't always easy. But with more than a third of Gen Z investors citing influencers as a "major factor" in their decision to buy.

The flat fee advisor's charge remains $10,000 regardless of portfolio growth, while the AUM advisor's fee increases with the portfolio, costing $25,000 for a $5 million estate.

The markets are mixed out of the gate as stocks attempt to close this data-filled week on a positive note.

A good financial advisor is an asset. The operative word there is good. There's more to financial success than just investing.

When working with a financial advisor, it's essential to understand the potential benefits; they can optimize investment strategies and introduce alternative opportunities that could enhance your portfolio returns.