by Ashley Flitter | Last updated Nov 1, 2022 | Health and Wealth, Longevity
The recent resurgence topic of inflation has frustrated business leaders, politicians, and most of all consumers.Retirees, or those planning to retire, are no different. They are arguably impacted even more than those that can get a raise or find a better-paying job....
by Ashley Flitter | Last updated Mar 15, 2021 | Health and Wealth, Life Events
People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
by Ashley Flitter | Last updated Oct 29, 2020 | Announcements, Health and Wealth
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...
by Fabrice Braunrot | Last updated May 8, 2020 | Health and Wealth
Editor’s note: Recently, the Coronavirus pandemic hit close to home for the Genivity team. Fabrice, a close advisor to the Genivity team, is now recovered from COVID-19, but his experience has motivated us, even more, to drive conversations about the...
by Fabrice Braunrot | Last updated Apr 24, 2020 | Health and Wealth
Clients reward advisors who give them valuable gifts with their loyalty with more assets to oversee and with referrals. A good financial plan is just such a gift. Throughout the market volatility during Q1 of 2020, I have heard from a number of financial advisors that...
by John Lawrence | Last updated Mar 30, 2020 | Health and Wealth
The world has turned on its head this past month and the financial markets are experiencing wild volatility. It is during these times that clients lean heavily on their financial advisors for advice. Traditionally, advisors often rely on historical data and averages...
