MarketWatch

I retired in 2021 with $1.8 million. I have only withdrawn $100,000, but my account is now worth just $1.5 million. My financial adviser blames the economy. What should I do?

Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now worth $1,500,000. My adviser blames the ...
MarketWatch

I started with $224K in December 2021, and now have just $195K. So I need to know: Is my adviser even making good decisions?

Question: I need to find out if the adviser I have had for the past two years is making the best decisions. Are everyone else’s investments not moving in a more positive direction? I started with ...
Financial Advisor

RIAs Saw 23% Revenue Increase In 2021, Schwab Says

The RIA industry weathered volatility and the pandemic and found financial success in 2021, according to the Schwab Advisor Services 2022 RIA Benchmarking Study released today. Every metric for ...