Month: December 2023

[ad_1] After an investigation by the SEC, local financial advisor Julie Darrah has agreed to pay back the millions of dollars she misappropriated from her clients. According to court documents filed Wednesday, Darrah reached a deal with the U.S. Securities and Exchange Commission and will pay back any “ill-gotten” gains she embezzled from clients she… Continue reading Santa Maria woman to repay financial clients millions in misappropriated funds

[ad_1] Younger investors can now more easily begin relationships with financial advisors MILWAUKEE, Nov. 30, 2023 /PRNewswire/ — Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a… Continue reading Northwestern Mutual launches Market Pathway model portfolios, broadening access to professionally advised offerings

[ad_1] When you stop working for a living and have to rely on your savings to fund your retirement, it can be stressful. No longer do you have the safety of your next paycheck to tide you over. You’ll need to have your finances for the next couple decades (or more) already figured out. And… Continue reading How to gain confidence in your retirement strategy