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Our adviser has half our holdings in individual stocks, but we want index funds
Market Watch· 17 hours agoGood job getting out of a relationship with an investment manager whose allocation you don’t like. What you’re describing is a classic example of something that can happen in the financial ...
11 Jim Cramer Quotes Every 60-Year-Old Needs to Hear
247wallst.com· 14 hours agoInn the post "11 Jim Cramer Quotes Every 60-Year-Old Needs to Hear," you'll discover advice for successfully investing in the stock market.
Wealth Managers, Charities Defend Fees From Donor-Advised Funds
The Wall Street Journal· 5 days agoThe rule is necessary because paid advisers might have a financial reason to guide money to DAFs...
Ask an Advisor: We Have $1.6M in a 401(k), Another $650k, and Social Security. Should We Shift...
SmartAsset via Yahoo Finance· 5 days agoOur RMDs will start soon and we have $1.6 million in a 401(k) which we feel we can use a low-cost...
Ask an Advisor: We're in Our 70s With $120k in Savings. How Do We Make It Last?
SmartAsset via AOL· 7 days agoI’m 72 years old and my wife is 70. Over the years, some of our financial decisions were not the...
Week’s Best: Fidelity Sued Over Alleged Pressure Tactics on Advisors
Barrons.com· 7 days agoA former advisor with Fidelity Investments is suing the firm, alleging it pressured advisors and...
How to Plan a Wedding on a Budget, According to a Financial Expert
PopSugar· 10 hours agoGetting married is an exciting time — until you start wedding planning on a budget and crunching all...
6 Dividend Stocks With Yields Higher Than the 10-Year Treasury
Barrons.com· 14 hours agoMore recently, earnings in late April offered more upbeat evidence that its turnaround is working,...
Steward Partners Named Among Washington Business Journal's 2024 Best Places to Work List
Benzinga· 15 hours agoSteward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best Places to Work list, an annual awards ...
Dave Ramsey Says Renting Is A Smart Financial Move To Avoid Becoming 'House Poor'
Benzinga via Yahoo Finance· 3 days agoWell-known financial adviser Dave Ramsey said renting is a strategic choice — not a waste of money....
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