WEALTH MANAGEMENT PULSE
Market Intelligence for Wealth Management Professionals
🎯 Today's Wealth Management Pulse
Retirees Risk Lower Income and Unused Savings by Claiming Early and Spending Too Cautiously
A new study by economists John Duffy and Yue Li finds that retirees who claim Social Security benefits before full retirement age permanently cut their monthly checks, and those who adopt overly conservative spending plans leave money on the table, reducing life‑quality. The research recommends delaying benefits and using a balanced withdrawal strategy to preserve wealth.
🚀 Top Wealth Management Headlines
How I Actually Decide to Put Real Money Into an Investment
A step-by-step look at how I move from idea generation to building conviction and sizing positions
Clayton Capital Insights
The ’24-Hour Rule’ That Keeps Retirees From Blowing Their Savings on Impulse Buys
You can still enjoy shopping in retirement while ensuring your money lasts.
Money.com
Why The Key to Building Wealth Is Investing in the Stock Market According to Warren Buffett
Most people think of wealth as something that happens to other people. They picture lucky breaks, inherited fortunes, or inside information that the average person will never have access to. Warren Buffett has spent decades proving that idea wrong. Buffett, who built one of the greatest fortunes in history starting from essentially nothing, has always […] The post Why The Key to Building Wealth is Investing in the Stock Market According to Warren Buffett appeared first on New Trader U.
New Trader U
You Have Some Options for Dealing With Rising Property Taxes
The average bill rose 3 percent last year, in part because of higher tax rates. There are ways to try to reduce what you owe, experts say.
The New York Times – Business
35% of Gen Z Homebuyers Are Single Women, Research Shows. Here’s Why They Need an Estate Plan
Despite purchasing what might now be their biggest asset, women are less likely than men to have any estate planning documents in place.
CNBC – Personal Finance
💬 Top Wealth Management Social Posts
Tweet by @SJosephBurns
Why The Key To Building Wealth Is Investing In The Stock Market According To Warren Buffett https://t.co/rGb9KmrsZ6
Thread by @Justindavidcarl
Compounding money from investing is PURE MAGIC: • $5K invested / month for 10-years gets you to $1M • $5K invested / month for 20-years gets you to $3.8M • $5K invested / month for 30-years gets you to $11.3M FTR: this is starting at ZERO dollars and assumes an average annual return of 10% — what you’d get from investing into an S&P 500 index ETF like VOO.