Many early retirees will be forced to return to work to maintain their lifestyles, he said.
He built Legend Financial Advisors into a powerhouse in the region.
Investors are seeking new sources of return after U.S. stocks doubled in 21 months.
The challenge for financial advisors in 2022 may well be to create ways for clients to convert higher levels of wealth into things that give them satisfaction and meaning.
Cryptocurrencies are the biggest financial bubble in history, the strategist says.
The strategist thinks the GOP taking control of the House will lead to a year-end rally in 2022.
A recession isn't imminent, but consumer confidence and the yield curve signal trouble for the U.S. economy.
The investment giant spelled out five investment themes for the new year.
Some money managers don't see the Fed raising rates as high as some investors think.
Wade Pfau and others says they'd be smart to lock in some stock market gains before retiring.
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