In the News

03.20.2024

USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now

Featuring Jeff Farrar

Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…

01.11.2024

InvetmentNews – Prospecting for clients the ‘old-fashioned way’

Featuring Jeff Farrar

Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….

12.15.2023

InvestmentNews- Gen Xers will not retire comfortably, Schroders finds

Featuring Jeff Farrar

Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…

10.27.2023

InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows

Featuring Jeff Farrar

Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…

09.25.2023

USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.

Featuring Jeff Farrar

Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…

08.02.2023

Citywire – The forever game: Why large RIAs are entering the trust business

Featuring Jeff Farrar

In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…

08.02.2023

Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

Featuring Jeff Farrar

Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…

03.03.2022

New IRS rule offers higher penalty-free withdrawals for early retirees

Featuring Jeff Farrar

06.21.2021

Financial Planners Scope Out Crypto Recommendations for Clients

Featuring Jeff Farrar