What We Believe You Should Look for in a Wealth Management Firm
Financial advisors can plan every aspect of your economic life. Here’s what we believe high-net-worth investors should consider when choosing wealth management firms. Financial advisors do more than just invest your money. Their counsel — in theory —...
Working Longer, A Solution to The Retirement Income Challenge
The purpose of this navigator is to show the effects working longer has on increasing retirement income. We highlight some eye-opening statistics. Pekin Hardy Strauss recognizes that every client is unique and should consider the current state of their financial...
SECURE Act 2.0
The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement” was originally passed in 2019 with the stated intention of making retirement savings easier and more accessible. You can read more about the original SECURE Act in our previous...
I Bonds Can Play an Important, Albeit Small Role in your Portfolio
I Bonds are a low risk fixed income product sold directly from the U.S. government and currently pay a high rate of interest (6.89%). While investors must purchase this product directly from the government and purchase amounts are limited, these products can be an...