The pandemic exposed one of the weaknesses of “just in time” inventory management and locating manufacturing in cheap, faraway locations. Supply chains were then further stressed by increasing geopolitical tensions with Russia and China—key sources of important commodities and manufactured goods.
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Much is written on what an individual investor should be looking for in a financial advisor. Less discussed, however, is what advisors should look for in individual investors before accepting them as clients.
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The double whammy of higher home prices and rising mortgage rates have a lot of Americans reevaluating the mortgage they can afford and how much a mortgage lender will lend. There are several ways individuals can calculate the monthly mortgage amount affordable for them.
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What do Bill Gates, Sting and George Lucas have in common? They plan on giving only a small portion of their vast wealth to their children. Their reason is simple … they place great importance on their children succeeding on their own merits. This leads to an important question: Can wealthy parents raise children with strong values and empathy for those less fortunate amid vast personal wealth?
Read MoreExplore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.
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