About Patrick Meyer 12 posts published

Planning for Inflation: An Uphill Battle

I recently spoke with Maryalene LaPonsie from U.S. News & World Report on how inflation impacts retiree investors’ portfolios. You can read the full article here: https://money.usnews.com/money/retirement/baby-boomers/articles/2018-02-22/why-inflation-tops-retirement-concerns Inflation is a hot topic of late. After several years of extraordinarily low inflation rates, wages appear to be increasing and...

Retirement Got You Spooked?

In the spirit of Halloween, I recently spoke with Maryalene Lapoinse, a writer for US News and World Report, about the issues that spook retirees and how to calm their fears. When we first meet with retirees or soon to be retirees they often confide that one of...

The Digital Fiduciary

Technological advancements continue to shape and define the advisory landscape.  We are amidst a digital advice revolution as automated technology platforms – robo-advisers – attract clients and assets, delivering solutions which provide ongoing discretionary investment management and portfolio rebalancing without the aid of a human advisor.  One of...

Of Robos and Retirement

I recently attended a wealth management conference in Phoenix at which the rise of robo-advisors was a hot topic. The conference theme was “Where Disruption Meets Opportunity.” Robo-advisors, as you may already know, are online wealth management services that provide automated, algorithm-based investment advice, generally without the aid...