With online trading and mobile apps that allow investors to buy, sell, and trade at the drop of a hat, it is difficult to imagine a time when investing looked different than it does today. Believe it or not, the history of investing dates back well beyond the advent of the computer and the Dow Jones Industrial Index. Would you believe that investing dates back as far as the 1600s?
Unless you are over 100 years old and were around to invest in small brands like General Electric (GE) or tech stocks before they became a massive hit, your investment portfolio probably does not consist of one major player that earns all of your income.
Social Security recently celebrated its 80th birthday. After serving generations of Americans during their retirement, what is the state of the country's first and largest social welfare program in the 21st century? What challenges does it face going forward, and more importantly, can the generation paying into the system now expect any return on their investment in the future?
Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.
© 2025 Paul B. Miller, CFP. All rights reserved.
