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Financial Planning | 5/27/2026
401(k) Convos Give Advisors Inroads With Next-Gen Clients
“When advisors take an interest in the lives of their clients' children, it's an opportunity to demonstrate that your relationship extends beyond investments. We believe in having those important conversations earlier rather than later, when clients' children begin earning income, enrolling in benefits and making their first big financial decisions.”
-Eric Berlin, Edgewood Wealth Management
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The Daily Upside | 5/29/2026
Retirement Anxiety Is Real, But Confidence Is Growing
“Consumers appear to be regaining confidence, particularly those who have remained employed and benefited from stronger markets, which has created a tailwind for retirement savings.”
-Eric Berlin, Edgewood Wealth Management
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The Daily Upside | 7/5/2026
Are Advisors Rethinking Index Investing?
“A small handful of stocks continue to drive a disproportionate share of equity returns. We also see growing risk in index allocations to certain industry segments like semiconductors, which is a hyper-cyclical sector.”
-Eric Berlin, Edgewood Wealth Management
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