Baby Boomers

Investors Grow Comfortably Numb to Market Volatility, Haven’t Reset Risk and Return Expectations, Finds Natixis Investment Managers Survey

Retrieved on: 
Wednesday, June 21, 2023

Americans remain blithely bullish on the markets and have high investment return expectations almost as if 2022 never happened, finds the 2023 Natixis Investment Managers Survey of Individual Investors, published today.

Key Points: 
  • Americans remain blithely bullish on the markets and have high investment return expectations almost as if 2022 never happened, finds the 2023 Natixis Investment Managers Survey of Individual Investors, published today.
  • “In the decade between 2012 and 2021, even the least experienced investors looked smart in a market that delivered high returns with low risk and relatively little effort.
  • The survey found:
    64% of investors say that trying to navigate inflation has highlighted the importance of having professional financial advice.
  • No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Hello Beautiful by Ann Napolitano Is Amazon’s Best Book of the Year So Far for 2023

Retrieved on: 
Wednesday, June 14, 2023

(NASDAQ: AMZN)—Today, Amazon announced its picks for 2023’s Best Books of the Year So Far , naming Ann Napolitano’s novel Hello Beautiful as the No.

Key Points: 
  • (NASDAQ: AMZN)—Today, Amazon announced its picks for 2023’s Best Books of the Year So Far , naming Ann Napolitano’s novel Hello Beautiful as the No.
  • “The Amazon Books Editors are passionate about connecting readers to books they love.
  • After being told Hello Beautiful was Amazon Books’ top pick for the first half of 2023, Napolitano said, “I’m deeply grateful for this recognition of Hello Beautiful.
  • To view the complete list covering children’s, romance, science, mysteries, business, history, and more, visit Amazon’s page on the Best Books of the Year So Far .

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Retrieved on: 
Monday, June 12, 2023

During the spring of 2023, the company surveyed 2,000 investors ages 20 through 83 who use a financial advisor and / or an insurance broker (“advisor”).

Key Points: 
  • During the spring of 2023, the company surveyed 2,000 investors ages 20 through 83 who use a financial advisor and / or an insurance broker (“advisor”).
  • Survey participants had at least $250,000 managed by their advisor, with $568,342 in assets on average.
  • While survey participants rely on technology to help facilitate a connection with their advisor, the majority do not want a do-it-yourself (DIY) experience.
  • The majority of those surveyed are satisfied with their ability to update their profiles online, move money and share documents with their advisors.

South Creek by Beechwood Carolinas, a New Mixed-Use Community in Heart of Chapel Hill, North Carolina, Approved by Town of Chapel Hill

Retrieved on: 
Monday, June 12, 2023

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20230612005144/en/
    Located in Chapel Hill, North Carolina, South Creek by Beechwood will feature approximately 815 homes and 21,000 to 52,000 square feet of commercial, retail and community open spaces across 43 acres.
  • “We are proud to become a part of the Town of Chapel Hill.
  • South Creek will be an urban living experience that embraces the unique and diverse community of Chapel Hill.
  • The broad array of housing types offered at South Creek is suited to meet the diverse housing needs of Chapel Hill.

Half of Business Owners Do Not Want Their Children to Inherit, Run Business

Retrieved on: 
Monday, June 5, 2023

Operating your own business is considered an “American Dream” by many, yet when it comes to succession planning, half (52%) of business owners do not want their children to inherit and run the business, according to a recent Wells Fargo study.

Key Points: 
  • Operating your own business is considered an “American Dream” by many, yet when it comes to succession planning, half (52%) of business owners do not want their children to inherit and run the business, according to a recent Wells Fargo study.
  • “More parents are recognizing their children simply are not interested in joining the family business and are not pressuring them to do so.
  • Knowing what your children are interested in and where their strengths lie is key to effective succession planning.”
    Among parents, nearly all (94%) want their children to forge their own path, rather than follow in their footsteps.
  • Most wealth creators help their adult children financially in multiple areas:

The Gap Between Continues to Be an Essential Resource for Caretakers this June during Alzheimer’s and Brain Awareness Month

Retrieved on: 
Friday, June 2, 2023

Alzheimer’s disease may contribute to 60–70% of such cases, and the number of people affected is set to rise to 139 million by 2050.

Key Points: 
  • Alzheimer’s disease may contribute to 60–70% of such cases, and the number of people affected is set to rise to 139 million by 2050.
  • Now more than ever, as family members and friends prepare to care for a loved one diagnosed with this disease, resources are necessary to help plan for the expected, and unexpected, parts of Alzheimer’s.
  • Moreland delicately demonstrates that grief is constantly evolving as she watches her “Benjamin Button” adult mother gradually transition into an infant child before her eyes.
  • Knowing you’re not alone and learning from others who have walked the same path before you is priceless.

Lisa M. Cini Receives Disability Matters 2023 North America Award for Infinite Living Collaboration: The Werner House

Retrieved on: 
Wednesday, May 31, 2023

Lisa M. Cini, a distinguished expert in aging in place and long-term care design, has been honored with the esteemed Disability Matters 2023 North America Award for her exceptional contribution to the collaborative project known as "Infinite Living Collaboration: The Werner House."

Key Points: 
  • Lisa M. Cini, a distinguished expert in aging in place and long-term care design, has been honored with the esteemed Disability Matters 2023 North America Award for her exceptional contribution to the collaborative project known as "Infinite Living Collaboration: The Werner House."
  • This recognition was announced during the 17th Annual Disability Matters North America Conference, which took place on April 26th and 27th, showcasing the commitment of companies and individuals toward disability inclusion.
  • “This recognition is a testament to the power of collaboration and its transformative impact on individuals with disabilities," says Lisa M. Cini.
  • "Infinite Living Collaboration: The Werner House," a transformative project spearheaded by Lisa M. Cini, was honored with the Marketplace Award at the Disability Matters conference.

Americans Facing a New Retirement Reality

Retrieved on: 
Wednesday, May 31, 2023

Taken together, these factors have created a new retirement reality that may have fundamentally shifted the long-term outlook for many Americans, according to the latest study from Allianz Life Insurance Company of North America (Allianz Life).

Key Points: 
  • Taken together, these factors have created a new retirement reality that may have fundamentally shifted the long-term outlook for many Americans, according to the latest study from Allianz Life Insurance Company of North America (Allianz Life).
  • Troublingly, nearly 40% of Americans admit their retirement strategy is derailed and they aren’t sure when or how they’ll get it back on track, and 56% consider “financial crises” as a permanent part of their retirement planning.
  • “The key takeaway here is that the new retirement reality requires everyone, now more than ever, to have a plan and stick to it.
  • Planning for the new retirement reality is particularly challenging to Generation X -- those born between 1964 and 1978.

Grocery Shoppers Expand Perception of Value Beyond Price

Retrieved on: 
Wednesday, May 24, 2023

Grocery Shopping Trends 2023 series, reveals that the meaning of “good value” is becoming more complex as consumers navigate grocery aisles.

Key Points: 
  • Grocery Shopping Trends 2023 series, reveals that the meaning of “good value” is becoming more complex as consumers navigate grocery aisles.
  • View the full release here: https://www.businesswire.com/news/home/20230524005257/en/
    The latest survey of grocery shoppers by FMI – The Food Industry Association for its U.S.
  • Grocery Shopping Trends 2023 series, reveals that the meaning of “good value” is becoming more complex as consumers navigate grocery aisles.
  • Sarasin said, “There is a perception that shopping in-store is the best method for getting good value.

GE Appliances Celebrates 70 Years of Innovation for American Homes from its Headquarters in Louisville, Kentucky

Retrieved on: 
Monday, May 22, 2023

In 1953, GE Appliances shipped its first appliance – a dryer – from its Appliance Park campus in Louisville, Kentucky.

Key Points: 
  • In 1953, GE Appliances shipped its first appliance – a dryer – from its Appliance Park campus in Louisville, Kentucky.
  • Over the past 70 years, Louisville has been the largest manufacturing site, research and development center and the hub for innovations that shape how American families live.
  • “Here in Louisville, GE Appliances invents and builds products that help improve life in the home for families across the country.
  • They make the best appliances in the world.”
    From inventing the self-clean oven to the recently launched award-winning, all-in-one GE Profile™ Combination washer/dryer, finding a better way remains the focus for GE Appliances in Louisville.