Douglas Ornstein, CFA | Source | Director, Wealth Management Coach - TIAA at TIAA
Douglas Ornstein, CFA
Douglas is a Director on TIAA's Wealth Management Team. He delivers investment guidance, retirement and investment planning, and other financial services to clients in the academic, medical, governmental, and non-profit sectors. He is passionate about working closely with clients on asset management and goal-driven planning, keeping their priorities at the forefront of my mind. Douglas welcomes every opportunity to get to know his clients on a personal level as he guides them through pre-and post-retirement planning, asset allocation, investment planning, multigenerational wealth planning, risk management, and more.
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TIAA
Director, Wealth Management Coach - TIAA
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What the Fed's interest rate cut means for investors
Are we looking at a recession, or soft landing? Either way, you can prepare.
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How to make high interest rates work for your hard-earned savings | CNN Business
The Federal Reserve’s benchmark interest rate remains at a 23-year high. That’s thanks to the central bank’s decision Wednesday to once again hold it steady, as it has done at the policy-making committee’s past five meetings.
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CBS: Want to retire early? Here's what experts say to do
Set yourself up for a successful early retirement by taking these steps.
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“Retirees should aim to replace at least 70% of pre-retirement income — unless downsizing expenses significantly — and Social Security usually covers somewhere between 30% to 50% of pre-retirement income. That leaves a meaningful gap, and lifetime income is the best option to bridge that gap.”