Market Insights

Employees’ top challenges are saving for retirement (45%), cost of everyday goods (44%), cost of housing (29%) and making it paycheck to paycheck (26%).

Eighty-four percent of employers said changes to workplace regulations and policies surrounding DEI will impact their business this year.

Data found that 96% of nurses have seriously considered leaving the profession and 83% feel burned out at least weekly.

Thirty-three percent of American workers said they have made a decision that negatively impacts their retirement readiness, such as reducing or eliminating 401(k) contributions.

Eighty-four percent of Generation Z respondents report they have made intentional changes to improve their finances through such steps as paying off debt, funding an emergency savings account or investing.

My Advisor of the Year finalist nomination fills me with gratitude, but more importantly, it prompts introspection about what this honor truly signifies.