• Advisor Survey: Even the Affluent Lack Financial Awareness
    • by: Hank Berkowitz
    • February 11, 2021
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    Most advisors we talked to are optimistic about their growth prospects in 2021. But they don’t seem as confident about their clients’ financial acumen. Early results of our 5th annual CPA/Wealth Advisor Confidence Survey™  showed more than half of advisors (55%) believe America’s financial literacy has NOT improved over the past year. More than half

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  • Photo: Creative Sessions

    We’ll Miss You Hammerin’ Hank: Master of Consistency and Tolerance
    • by: Hank Berkowitz
    • January 25, 2021
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    Last weekend marked the passing of baseball great, Henry Aaron. He was just shy of his 87th birthday. Aaron was one of my first boyhood sports heroes at a time when kids could still look up to athletes, celebrities and even Presidents as role models. At the time, I didn’t know the 20-something Aaron would

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