Articles by David Conti
- Ideas and Innovation for Financial Advisors - Advisorpedia
How (And When) to Take Crypto Investing Advice From Your Adult Children
Smart parents and savvy advisors listen, learn, and guide. Family money conversations are changing, and financial advisors can help bridge the gap.
- Ideas and Innovation for Financial Advisors - Advisorpedia
42% of Home Buyers Are Baby Boomers—Retirement Planning Enters a New Phase
Baby Boomers now account for 42% of all home buyers, making them the single largest force in today’s housing market.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Retirement Travel Done Right: Balance, Budget, and Better Experiences
One friend just returned from a once-in-a-lifetime safari in Africa. Her husband? He opted out. Not on his bucket list.