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What If We Forgot to Have the Recession?
- by: Hank Berkowitz
- January 12, 2023
No CommentsAin’t nobody got time for that! Experts have been warning us about a recession for over a year, but maybe we’re too busy to notice. As Kimberly “Sweet Brown” Wilkins of viral YouTube fame would say: “Ain’t nobody got time for that.” The unemployment rate of about 3.7% was at or near a 50-year low.
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Gen Z Poised to Reverse the Financial Literacy Slide
- by: Hank Berkowitz
- August 16, 2022
By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.
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From Markets to Memorial Day Let’s Keep Things in Perspective
- by: Hank Berkowitz
- May 30, 2022
When thoughts turn to beaches, beer, barbecues and baseball over the three-day Holiday weekend, it’s easy to lose sight of what Memorial Day is all about. We’ve retail-ized the last weekend in May into the official “kickoff to summer” celebration. In reality, we’re supposed to be honoring U.S. military personnel who have died serving in
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Financial Literacy Month Should Last 365 Days
- by: Hank Berkowitz
- May 13, 2022
April and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the
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March Madness Confirms Humans Don’t Add Much Alpha
- by: Hank Berkowitz
- March 23, 2022
First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. Peters, Loyola of Chicago, Murray State, Weber State, Florida Gulf Coast and Valparaiso suddenly jump into the national limelight with upset wins
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Baseball: The National Past (It’s) Time
- by: Hank Berkowitz
- March 4, 2022
With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. With Opening Day and the first week of the Major League Baseball season canceled, fans and viewers may not return if and when the owner-player dispute is settled. With a “minimum wage”
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Inflation Worries Inflated?
- by: Hank Berkowitz
- February 23, 2022
Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. The long-running bull market is taking a breather to massage
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Getting Your Bylined Articles Published
- by: Hank Berkowitz
- January 14, 2022
Rarely a week goes by when someone doesn’t send me a link to an article in The Wall Street Journal, Forbes, Business Insider or Barron’s that’s written by someone they know – often a competitor. “What do I have to do to get in there?” they ask me with exasperation. “I know more about [topic
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I Quit!
- by: Hank Berkowitz
- October 18, 2021
With all the talk about inflation, stagflation, higher taxes and lack of affordable housing, I couldn’t help noticing one contrary statistic amid the sea of pessimism—the national “quit rate” is at an all-time high. The quit rate is the number of workers who voluntarily leave their jobs as opposed to being terminated, downsized or furloughed.
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Survey: Wealth Advisors Most Optimistic; CPAs the Least
- by: Hank Berkowitz
- July 10, 2021
As we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™ to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told