Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.