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Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets
Atlanta’s newest RIA firm, MartinWright Advisory, launched Monday with seven employees and a clear mission: Bringing institutional-caliber investment management to complex families—and building an advisor-led ownership model designed to last.…
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Bessent says US housing market in ‘recession’ due to Federal Reserve interest rate policies
Treasury Secretary Scott Bessent said the U.S. housing market is one subset of the economy that may be in recession because…
14 Best Places To Live (Or Retire) For As Little As $1,200 A Month, According To A New Report
Can you really live or retire overseas on just $1,200 a month? According to a new report from International Living,…
Mortgage rates fall for fourth consecutive week, lowest level in over a year
Mortgage rates fell for the fourth consecutive week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market…
The Surprising Extra Estate Planning Step Required For Social Security Benefits
Many people know it is important to have a financial power of attorney so someone else can manage your finances…
Venmo to roll out rent, mortgage, retail payment feature in ‘first-of-its-kind’ partnership
Venmo is taking a big step beyond splitting dinner bills. Starting in 2026, users will be able to make rent,…
If You Had An Abusive Parent, Are You Obligated To Help As They Age?
An 89 year old woman lives alone in a small apartment in suburbia. She is low income and has government-…
One Secret For Aging Positively
With increased life expectancies and people delaying retirement, there are five generations working together in the workplace. But once we…
Social Security Strategies For Married Couples
When should you take Social Security? For married couples, deciding when to start Social Security benefits is a complex analysis.…
How A Merrill Advisor Manages $300 Million For First Generation Black Wealth Creators
When Nedra Agnew was working in the U.S. foreign service, her trajectory seemed clear: she was on a path that…
Today’s Social Security COLA Is Inadequate For Three Reasons
Today’s Social Security COLA (Cost-of-Living Adjustment) means that about 75 million Americans just learned that they will be receiving a…
People Want To Live Their Money, Not Just Accumulate It
“People want to live their money,” Pete Dorsey, financial industry veteran and co-founder of the new AI-based financial planning and…
A 17.5% Raise For Retirees
Safe Withdrawal Rates for Every Investment Horizon, From 3 to 50 YearsThis article draws heavily on Bill Bengen’s new groundbreaking…