Explores the financial trends risking retirement savings and family wealth, including Covid, tax hikes, and stock market bubbles
Provides an overview of each trend and the tools to combat it in portfolio management
Written by a livelong wealth researcher, author, educator, and financial coach who has been consistently recognized as a Top Advisor by Barron's and Forbes
Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, he's repeatedly earned "top advisor" accolades from Barron's, Forbes, Bloomberg and many others. With a master's and PhD in Financial Planning, he's completed the CFP(R), ChFC(R), CLU(R), CFS(R), BCM(TM), and gold-standard CFA(R) investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Law's Master of Tax Law graduate program. Steven James Lee is a lecturer at California State Polytechnic University, Pomona. His research interests include fraud and misconduct in financial services. Dr. Lee won the best paper award for risk management and insurance at the CFP Board's Academic Research Colloquium in 2019. His work has been featured in MarketWatch, Nerd's Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority. Jerusha Lee is currently pursuing her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy & Evaluation at Claremont Graduate University. Her research focuses on the impact of political affiliation and financial incentives on economic decision-making. In addition to continuing research, she teaches macroeconomics, microeconomics resources for decision-making, economic concepts for business decision-making, and business analytics.