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Here’s how much cash retirees need to weather a stock market downturn

Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock market downturn, and some retirees may be vulnerable without a…

Worried about a recession? Here’s how to prepare your portfolio

FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand that markets go through cycles…

Key things that financial advisors would tell their younger selves

fizkes | iStock | Getty Images For anyone getting started with adulthood, the financial stuff can be among the trickiest aspects to navigate. That can be the case even for…

Most millennial millionaires believe economy will improve by year end

Most millennial millionaires feel optimistic about the U.S. economy, with nearly three-quarters expecting improvements by the end of 2022, according to the latest CNBC Millionaire Survey. Inflation concerns are a…