HB Blog: Online Marketing B2Beat

In this age of Amazon and Uber convenience, it’s tempting for many investors to take the “set it and forget it route” when it comes to retirement planning or tuition financing. In fact, defined contribution money managers reported a large jump in target-date assets under management to $1.44 trillion as of Dec. 31, up nearly

As the father of two teenage boys, I was intrigued by Vatsal Thakkar’s piece in Sunday’s New York Times: Forget Self-Driving Cars. Bring Back the Stick Shift. This summer, my sons will be fighting over the use of our 2003 Subaru Forrester—the black bomber with the leaky roof, the passenger side window that never quite

Our recently completed Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of independent financial advisors and CPAs expect at least one more double-digit stock market correction over the next 12 months. Again, they don’t necessarily think we’ll end 2019 in negative territory, but they do think we’ll see some jarring bumps and potholes

Benefits of Boredom (Unless It’s the Super Bowl) For those of you who managed to stay awake for Sunday’s Big Game, congrats. You either had a lot of money on the line or you’re a glutton for punishment. Not only was it the lowest-scoring NFL championship game in the “LIII-year” history of this overhyped event,

Thanks to our friends at the Long Beach Business Journal for including me in their Economic Forecast 2019 special section. The gist of my comments to business owners, based on findings from our annual Wealth Advisor Confidence Survey conducted in conjunction with The Financial Awareness Foundation, was that “The easy money has been made. Now