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Ayres, Kauffman and Shields earn certification
Goshen News, Ind. via Yahoo Finance· 1 day agoAyres, David Kauffman, and Trevor Shields of the financial services firm Edward Jones in Nappanee have received the Certified Financial Planner ...
‘I’ll die broke, with nothing.’ I’m 86, only get $398 a month from my annuity and am being denied...
Market Watch· 3 days agoIs this something a financial adviser can assist with or do I need to explore a different avenue? To...
CFPs, CPAs, RIAs and More — What Do Each of These Financial Professionals Do for You?
GOBankingRates via Yahoo Finance· 5 days agoAccording to Statista, 61% of adults invested in the stock market in 2023. If you've started...
5 Financial Tips for New College Graduates
Wisconsin State Journal· 2 days agoIf you’re like many young adults, this is the first time you’ll be managing your finances independently. 1. Live without regret: According to a 2020...
Move over, meme-stock millennials. Your grandma wants to trade options.
Morningstar· 3 days ago"People in this position are left with a tough decision: Sell and pay taxes, or hold on and reduce concentration risk," says Dennis Huergo, a certified financial ...
I’m a Financial Planner: What Not To Do When Your CD Matures
GOBankingRates via Yahoo Finance· 4 days agoFor people who don't like risky investments, certificates of deposit (CDs) are often a great way to...
Are RIAs failing their clients? - InvestmentNews
InvestmentNews· 5 days agoWhat are advisors doing to address the client experience and how are they keeping in tune with clients’ wants and needs? Michael Dunham, director of...
A New DOL Rule May Change How Advisors Handle Your Retirement Money
US News & World Report· 4 days agoUnveiled on April 23, 2024, the Biden administration's Retirement Security Rule has again pitted fee-only financial advisors against insurance professionals ...
Family, prudence shape Asian Americans’ financial habits - InvestmentNews
InvestmentNews· 1 day agoA new study from Fidelity Investments offers an insightful look into the financial behaviors and...
Jessica Aliotti
Los Angeles Times· 6 days agoJessica Aliotti has been a financial advisor at Northwestern Mutual since 2014, consistently acquiring 70 new clients annually.
