Advising a Retired Client Who Wants to Buy a Second Home (or Other Big-Ticket Item)

Published on April 28, 2025

In this article, I will discuss another advantage of using the actuarial approach for retirement planning — helping your clients determine when they can afford to make big-ticket item purchases.

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Dallas Fed Manufacturing: Conditions Worsen to 5-Year Low

April 28, 2025
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for April. The general business activity index came in at -35.8, its lowest level since 2020. This marks a 19.5 point decline from the previous month and the third straight monthly decline.

Planning With Purpose: Trends in Guiding Clients for Values-Based Giving

April 28, 2025
Join this webcast to strengthen client relationships by aligning wealth management with what matters most to clients and their families.      Related StoriesEncrypted Messaging, Unseen Risks: Navigating Compliance with WhatsApp, Telegram and Signal