Month: December 2023

[ad_1] Gretchen Meyer: Our clients can go right in and click right on the WealthVision software and be able to see not only their accounts with LPL, but their accounts across the board. And that’s been a huge value-add. And the other thing Account View 2.0 offers is an app. And our clients love being… Continue reading 3 Tips For Financial Advisor Clients When Using Account View

[ad_1] HONOLULU, December 13, 2023–(BUSINESS WIRE)–Wedbush Securities, a prominent diversified independent financial services provider, welcomes Dwayne Maki as Managing Director, Investments, and the driving force behind the firm’s expansion efforts in the greater Honolulu area. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20231213639659/en/ Dwayne Maki, Financial Advisor, Wedbush Securities (Photo: Business Wire)… Continue reading Wedbush Securities Welcomes Financial Advisor Dwayne Maki to Honolulu, HI

[ad_1] AaronAmat / iStock.com Living paycheck to paycheck during the holidays can make a person feel like the overworked, underpaid Bob Cratchit in “A Christmas Carol.” When times are tight, financial stress can temper or even stamp out holiday joy. Unfortunately, it’s a situation many people find themselves in this year. Interesting: 9 Things the… Continue reading 6 Tips To Get Through the Holidays If You’re Living Paycheck to Paycheck

[ad_1] Ben Karst Ben Karst loves helping people meet their goals and supporting his community. After graduating from Ohio University Chillicothe in 2015 with a degree in middle childhood education, he embarked on his career as a math teacher at Unioto High School. Now he puts his math and teaching skills to work as a financial… Continue reading OHIO Chillicothe alumnus Ben Karst makes an impact in Chillicothe

[ad_1] Rear view of woman sitting on top of mountain against cloudy sky during sunrise. Simonkr | E+ | Getty Images It was a very good year for the stock market. The benchmark S&P 500 ended the year with a 24.2% gain, the Dow Jones Industrial Average rose more than a 13% this year and and the… Continue reading Here are moves investors can make when the market is soaring, advisors say

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. It seems mortgage rates fever has finally broken—at least for now. After rising to a scorching 7.79% in October—the 2023 high—mortgage rates have cooled markedly in recent weeks amid signs of receding inflation… Continue reading When Will Rates Finally Come Down? – Forbes Advisor

[ad_1] I have been doing a lot of thinking lately about the idea of retirement, and it has led me on a journey through the past, present and future of the concept. I refer to retirement as a concept because while it is deeply ingrained in our modern psyche, it is relatively new in terms… Continue reading Are You Prepared for the Evolution of Retirement?

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. I want to start investing in real estate, but I don’t have a ton of disposable income. A… Continue reading I Asked a Financial Planner How to Start Investing in Real Estate

[ad_1] Rear view of woman sitting on top of mountain against cloudy sky during sunrise. Simonkr | E+ | Getty Images An investor who had $500,000 in the S&P 500 index around 12 months ago, would have roughly $630,000 now, according to an analysis by Morningstar Direct. “It is exciting to see healthy, positive returns,”… Continue reading Here are moves investors can make when the market is soaring, advisors say

[ad_1] How will financial advisors make the best of this new year? To find out, we asked them for their New Year’s resolutions. It’s a good bet advisors won’t miss 2023. Economically, it was a year of high interest rates, stubborn inflation and continued stock volatility. But there are already signs that 2024 could be… Continue reading New Year’s resolutions financial advisors are making for 2024