LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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Gen Z has a surprising degree of confidence in its financial knowledge. Almost half said they knew more about investments than their parents, and about a third said they were very or extremely confident in their ability to make financial decisions. But at the time of the survey, Gen Z’s No. 1 investment product was crypto. Paul Andrews writes in Barron's how Gen Z's perceptions are shaping their behavior and our collective future.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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EVs are fast and full of technology. That makes them fun to drive—but tougher to insure.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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We tend to think that adding more to our lives is the solution to success. Simplify your retirement planning and stop doing these six common habits.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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The main IRS statute of limitations is three years. But the IRS gets six years to audit if your return includes a “substantial understatement of income.”
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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Enter lots of contests, think of prizes as potential presents but beware of scammers
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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As costs and deductibles rise, simply providing healthcare benefits isn't enough to protect the physical and financial health of employees and the interests of the business.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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a Hawaiian vacation is not cheap. Just getting there (without adding accommodations, car rentals, dining, and activities) can be expensive. The good news is that you can find lower airfares if you have the flexibility to fly during certain times of the year.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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The pandemic showed employers the benefits of job sharing, flexible hours and other accommodations.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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Frustrated by their Google searches, people are funneling their queries to a site that isn’t a search engine at all.
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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A recent VoiceNation study concluded that 70% of workers have experienced burnout at work. What is Leadership’s Role in Managing Burnout?
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LORIE RIOS
LPL Investment Advisor, SmartVestor Pro with Dave Ramsey
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Buffett’s voting power has hardly changed since 2006—it is now 31%—despite giving away more than half his stake in the company. The arrangement the CEO has set up should allow his three children to exercise considerable sway at the conglomerate after his death.
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