A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men [...]
Many of us here at The Lowe Group are avid podcast listeners. There are several financial podcasts we follow, including well-known shows such as Freakonomics and The Wall Street Journal’s Secrets of Wealthy Women. For your listening pleasure, here is a short list of a few financial podcasts that have recently caught our attention: Michael Kitces (@MichaelKitces) produces an excellent podcast aimed at financial advisors looking to grow their businesses. His Financial Advisor Success podcast explores topics of [...]
Historian Doris Kearns Goodwin’s new book, Leadership in Turbulent Times, draws leadership lessons from her presidential subjects. Best known for the bestseller Team of Rivals focused on Abraham Lincoln’s cabinet and her Pulitzer-prize winning No Ordinary Time about Franklin and Eleanor Roosevelt during the war years, Kearns Goodwin has spent her life studying these and other leaders. Buried in [...]
