Evan Cooper
Research Associate at Stimson
What's the point in calling shots? This cue ain't straight in line | Sitting in a tank, thinking about US foreign policy | Views my own
Articles
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2 weeks ago |
wealthmanagement.com | Evan Cooper
For a quarter century, Terry Bell has been taking the temperature of wealth management businesses and practices across the English-speaking world. Most of his “patients”—firms in his home country of Australia, as well as those in the U.S., New Zealand and Canada—are doing well, since demand for advice among the countries’ aging populations has never been greater. But most advisors, he says, could help themselves and their clients by becoming better at providing advice.
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3 weeks ago |
wealthmanagement.com | Evan Cooper
DC plan record keepers are primed to fill a potential retirement advice void. If the numbers crunched by McKinsey & Company are to be believed, millions of wealthy retirees and near retirees could be desperately searching for a financial advisor by 2034. In my warped mind, that conjures hordes of gray-headed placard carriers loitering on city streets and clogging freeway exits, begging for financial help.
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1 month ago |
wealthmanagement.com | Evan Cooper
Many clients and advisors feel uncomfortable discussing emotion-laden issues that don’t lend themselves to mathematically precise answers. The ability of people in their 30s, 40s and 50s to visualize their future selves—that is, to see themselves, literally and figuratively, as someone 80 or older—leads to better retirement-related decisions.
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1 month ago |
wealthmanagement.com | Evan Cooper
The only thing we can rationally expect is more policy chaos. Over the course of 40+ years of saving and investing for retirement, I've experienced many market downdrafts, and I never panicked. I ignored periods of volatility, kept on contributing to IRAs and 401(k) plans and watched my balances—when I occasionally looked at them—recover their upward momentum over time. This time is different.
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2 months ago |
wealthmanagement.com | Evan Cooper
Debunking some retirement-related truisms that rank high on the tooth-fairy scale. It’s difficult to admit that things one believes to be true just aren’t. Here are three retirement-related truisms many advisors believe, which rank a bit high on the tooth-fairy scale. Feel free to disagree. Myth No. 1: Advisors do a great job talking about retirement.
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RT @StimsonCenter: 📝In the next installment of our #PresidentialInbox series, experts @ka_grieco and @cooper_pol envision smaller, more fle…
RT @hmarston4: “Multialignment is not only possible but desirable in the Indo-Pacific, both because the distribution of power is increasing…
RT @capreble: Another great brief by my @StimsonCenter colleagues @ka_grieco and @cooper_pol The Trump administration should lean into sma…