The end of the year is a good time to evaluate your goals, and any progress you might have made. They don’t need to be goals specifically for 2021, and it’s important to have new goals for the new year and beyond. After all, how can you reach your goals if you don’t have any?
Here’s what I’ve been reading this morning:
‘How Financial Advisors Can Attract Millennial Clients’ – Lorie Konish – CNBC
- A massive wealth transfer will take place over the next handful of decades to the tune of roughly $68 trillion. As Millennials inherit money from their baby boomer parents, how can advisors be ready to help them when it does happen?
‘U.S. Jobless Claims Fall to Lowest Level in 52 Years’ – David Harrison – The Wall Street Journal
- For the week ending on December 4th, the jobless claims in the US were 184,000. That is not only a level lower than any time during the pandemic, but it’s also the lowest level since September 1969.
‘An Anti-Investment Policy Statement’ – Tadas Viskanta – Abnormal Returns
- To avoid operating on the wrong limb, some surgeons mark off the WRONG area instead of the RIGHT area. Tadas likens this to an “anti-investment policy statement”. Instead of stating what you will invest in, why not state what you won’t invest in?
- After all, that’s what life insurance is for right? This article takes a look at how death benefit payments rose by 15% last year, the highest mark since the 1918 flu pandemic.
ENJOY!
