Why the Nvidia Selloff Didn’t Tank Most People’s Portfolios
Advisors can breathe a sigh of relief that their clients likely weathered the rough day in the markets without too much pain.
Lisa VanArsdale: How We Built a Successful Advisory Practice Serving Clients Who Aren’t Rich
The SageView senior wealth advisor explains how she and her mother, Judy VanArsdale, manage the challenges of working ...
Fed's wait-and-see approach likely won't be shaken by new GDP and inflation numbers
A new GDP report Thursday and the expectation of a sticky inflation reading Friday should reinforce the Federal Reserve’s new ...
Peter Jones named to FSU’s Board of Trustees
He replaces outgoing FSU trustee John Thiel, who was appointed in January 2020 with a five-year term that expired this month.
WealthManagement.com1h
FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029
Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, ...
Richland Source1h
Whitaker-Myers Wealth Management welcomes Chief Financial Planning Officer: Tim Hilterman
Tim Hilterman has joined Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services to the Ashland, Richland and Wayne County communities for over a century ...
First Foundation Inc. (FFWM) Q4 2024 Earnings Call Transcript
Greetings and welcome to First Foundation's Fourth Quarter 2024 Earnings Conference Call. Today's call is being recorded. Speaking today will be Thomas C. Shafer, First Foundation's Chief Executive ...
‘We’ve had our hands in the cookie jar for a long period of time’ — Keebeck Wealth Management’s CEO weighs in on the federal deficit
Also: Fed pauses rate cuts, are Trump’s tariff threats working?
Pensions&Investments3h
Alberta targets $173 billion fund to wean itself off oil revenue
Canada’s top oil-producing province of Alberta plans to boost its wealth fund roughly tenfold to C$250 billion ($173 billion) by 2050 in a bid to wean itself off volatile natural resources revenue.
WealthManagement.com3h
Financial Planning As a Microcosm of the Family Office Model
Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...
InvestmentNews4h
Advisors explain how to keep intra-family loans from fracturing relationships
A new study confirms a fact most financial advisors are already acutely aware of: Intra-family lending can cause problems.
Social Security could owe you thousands of dollars. Here's how to check.
More than 3 million people are about to get a bump to their Social Security checks thanks to the Social Security Fairness Act, a new law that eliminates two previous rules that reduced retirees' ...