article thumbnail

The Implications of an Aged Housing Stock

Fortune Financial

Remodeling / modernization : Many, if not most, of the homeowners electing to stay put are of the baby boom generation, now in their retirement years, and typically close to their peak wealth due to a long bull market in stocks, and with their houses most likely paid for.

article thumbnail

Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Leonard Weiss started his career in 1977 at Shearson Hayden & Stone and later worked for firms including Prudential/Wachovia and EF Hutton before founding Weiss Wealth Management Group of Raymond James in 2005. “We Is a Roth Conversion Worth It for All Clients?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He was President and Director of the Society of FSP Central Indiana Chapter from 2002 through 2005. Leadership Award.

Ethics 138
article thumbnail

The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

article thumbnail

Member Spotlight: Eric K. Williams - Empowerment Through Education and Advocacy

NAIFA Advisor Today

I had left corporate America and didn’t have a structured way to save for retirement,” he recalls. Inspired by what he learned, Eric got licensed and officially entered the industry in January 2005. That question led him to a presentation about insurance and annuity products—and sparked a realization. “I

article thumbnail

Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

00:38:23 And by the way, what’s interesting, I actually looked at this, if you go back to, let’s call it 95 to 2005, average inflation was around two and a half, right? To me, I think that’s what they’re really focused on is, you know, hey, we got things down, we’re at 2.3%. Not two, right?

Portfolio 130
article thumbnail

Transcript: Apollo’s Torsten Slok

The Big Picture

How do we make sure that there are enough retirement savings for our population? And this was in 2005. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. How has it been done in other countries?

Economy 253