• 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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  • Advisors Remain Cautiously Optimistic for 2021
    • by: Hank Berkowitz
    • February 3, 2021
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    Reasons for optimism may surprise you   Preliminary results of our 5th annual CPA/Wealth Advisor Confidence Survey™  show the vast majority of U.S. financial advisory firms (92%) expect to grow in 2021. In fact, nearly two in five (39%) are expecting to grow by double digits or more this year—comparable to pre-COVID levels. While more

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  • Calm Before (During and After) the Storm
    • by: Hank Berkowitz
    • September 12, 2017
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    As some of you know, I enjoy doing masonry work on the weekends to relax. It’s physical and it’s dirty. It requires a blend of math, physics, esthetics and brute strength. I know manual labor is not everyone’s idea of a fun weekend, but for me, it’s a welcome change from email, texting and computer

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