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The Best Place in Nevada for a Couple to Live on Only Social Security
Insider Monkey via Yahoo Finance· 12 hours agoWe recently compiled a list of 15 Best Places in Nevada for a Couple to Live on Only Social Security...
I’m a Financial Advisor: 4 Moves I’ll Make If I Think Trump Will Win the Election
GOBankingRates via Yahoo Finance· 6 days agoAnother presidential election is on the horizon, and financial advisors are considering the...
I’m a Financial Advisor: 4 Moves I’ll Make If I Think Trump Will Win the Election
GoBankingRates via AOL· 6 days agoAnother presidential election is on the horizon, and financial advisors are considering the...
Great Summer Reads for Financial Advisors
Barrons.com· 2 days agoOne of the things that attracts people to the wealth management business is the need to always learn and improve. For this week’s Barron’s Advisor Big Q,...
Fragasso Group Inc. Acquires New Stake in Advanced Micro Devices, Inc. (NASDAQ:AMD)
ETF DAILY NEWS· 5 hours ago(NASDAQ:AMD – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 1,263.
Rockefeller Capital’s Ed Moldaver: Why We’re Putting Wealthy Clients in Alts
Barrons.com· 1 day agoDuring his 34 years as a financial advisor, Ed Moldaver has seen both his profession and financial...
Waller Financial Planning Group Inc. Buys 165 Shares of Microsoft Co. (NASDAQ:MSFT)
ETF DAILY NEWS· 2 days agoThe institutional investor owned 1,290 shares of the software giant’s stock after purchasing an additional 165 shares during the quarter. Waller Financial Planning Group Inc ...
Spartan Planning & Wealth Management Has $55,000 Stake in Capital One Financial Co. (NYSE:COF)
ETF DAILY NEWS· 4 days agoSpartan Planning & Wealth Management grew its holdings in shares of Capital One Financial Co. (NYSE:COF) by 13,966.7% in the fourth quarter, according to the company ...
EP Wealth Advisors LLC Takes $521,000 Position in Security National Financial Co. (NASDAQ:SNFCA)
ETF DAILY NEWS· 4 days agoEP Wealth Advisors LLC purchased a new stake in Security National Financial Co. (NASDAQ:SNFCA – Free...
EP Wealth Advisors LLC Raises Stock Holdings in Elevance Health, Inc. (NYSE:ELV)
ETF DAILY NEWS· 6 days agoThe firm owned 2,677 shares of the company’s stock after buying an additional 284 shares during the quarter. EP Wealth Advisors LLC’s holdings in Elevance ...