In June, 2019, the Securities and Exchange Commission approved the Best Interest Regulation, modifying the rules that govern how registered investment advisors and broker dealers give advice to consumers. Seth Harris breaks down what it all means and offers takeaways to discuss with your financial professional. Learn more on the Financial Freedom Studio.
The physical and psychological restraints of this pandemic are causing unprecedented fear, dread and anxiety that certain generations have not experienced before. But if you can put it in perspective, this can be a painful, yet powerful lesson for your own retirement readiness.
Longer lifespans can make Americans question traditional investment rules. Increasing longevity brings with it more nuanced considerations that may encourage investigation of non-correlated assets. Learn more at the Financial Freedom Studio.
Many of us have portfolios but lean on our advisors to evaluate performance. Learning how to measure your portfolio’s performance on your own using meaningful benchmarks is the first step you can take toward gaining financial confidence. Learn more at the Financial Freedom Studio.
Jean Chatzky shares how taking your life values into account when you plan your finances may give you a new perspective on how you should be saving and investing. Learn more at the Financial Freedom Studio.
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The Financial Freedom Studio makes practical financial knowledge accessible and engaging for all. We bring together thought leaders, experts and visionaries to present ideas that inspire people to pursue financial freedom and personal fulfillment for life.
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