On a Mount Rushmore of famous investors, two prominent faces you would find are Warren Buffet and Charlie Munger. The long-term investment decisions of this dynamic duo turned Berkshire Hathaway into a multinational conglomerate worth more than half a trillion dollars -- and made themselves among the richest people in the world.
Advance Capital Management prides itself on the talent and hard work of its staff. That’s why we’re pleased to announce three of our financial advisors – Ryan Sheffer, Michael Hohf and Daniel McHugh – have been named to Forbes magazine’s 2021 Best-In-State Wealth Advisors.
As you know, government policies can affect our lives in many ways. So, when a new administration is elected or a major piece of legislation is announced, it’s reasonable to wonder what it means for your finances.
By Kurt Mears & Daniel Amiot, Advance Capital Management Financial Advisers
A financial resource that can help you sleep at night is literally the place where you sleep at night. Your home – and other real estate properties – are likely one of your largest financial assets.
Congratulations Gen Xers and millennials. The “Great Wealth Transfer” is on. Baby boomers are expected to pass on upwards of $30-$40 trillion in assets over the next 25 years, according to Cerulli Associates.
Major changes are coming to AT&T’s retirement benefits for management employees.
In mid-December, AT&T sent an email to many management employees announcing an adjustment to the way future pension credits are calculated, along with the elimination of retirement health insurance and a reduction in retiree life insurance.
We made it – a new year and a fresh start! Sure, the pandemic is still with us. But with the distribution of vaccines, a rising stock market and an economy that is slowly rebounding, it’s safe to work toward improving your financial life.
The investment world is much bigger than your portfolio. It encompasses a wide variety of investments, and it evolves as new investments and marketplaces are created. Perhaps, the newest addition making the biggest splash is cryptocurrency.
As 2020 comes to a close, we would like express our gratitude to everyone who has enjoyed reading Advance Capital’s Financial Living blog this year.
