Jeff Erdmann

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Two of America’s most acclaimed wealth managers for the ultrarich explain why a famous approach to retirement investing is dead wrong — and reveal what people should do instead

It’s one of those things everyone who has thought about retirement knows: Younger people are supposed invest in stocks, and older people should mostly own bonds. But two of the most respected wealth managers in the country say that’s a bad approach. The objections come from Jeff Erdmann, who has topped Forbes’ list of the…


America’s No. 1-ranked wealth manager breaks down the 3 mistakes every millennial investor should avoid — and what they should do instead

America’s No. 1-ranked wealth manager breaks down the 3 mistakes every millennial investor should avoid — and what they should do instead

The top-ranked wealth manager in the US says a few simple pointers can help millennials and other young investors avoid major mistakes as they decide what to do with their money. Jeff Erdmann of Merrill Lynch’s private banking and investment group has topped Forbes’ list of the best wealth managers in America for three years…