[ad_1] Listen to this article When Michael Joyce founded his investment management firm 30 years ago, he said he was using a cell phone the size of a sneaker, a dial-up modem, and email was in its infancy. At the time, he was also one of few fee-only planners in the Lehigh Valley. He had… Continue reading Agili celebrates 30 years of organic growth as fee-only wealth manager
Author: elghoulam
Why Home Improvement Retailer Lowe's Shares Are Falling Today – msnNOW
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Citizens Advises Engineered Solutions Group on its Acquisition by The Timken Company – Citizens Bank
[ad_1] 11/21/2023 Citizens Advises Engineered Solutions Group on its Acquisition by The Timken Company PROVIDENCE, RI – Citizens M&A Advisory announced today that it served as the exclusive financial advisor to Engineered Solutions Group on its previously announced acquisition by The Timken Company. Headquartered in Houston, Texas, ESG specializes in the design and manufacturing of… Continue reading Citizens Advises Engineered Solutions Group on its Acquisition by The Timken Company – Citizens Bank
KORE Completes Comprehensive Debt Refinancing and Strategic Investment – News
[ad_1] KORE Group Holdings completed its previously announced transactions to refinance its approximately $300 million term loan with the issuance of a new $185 million five-year term loan from Whitehorse Capital and a $150 million strategic investment from funds advised by Searchlight Capital Partners, L.P. As part of the transaction, Searchlight has appointed two members… Continue reading KORE Completes Comprehensive Debt Refinancing and Strategic Investment – News
Medigap, means testing and more: The financial advisor’s guide to Medicare
[ad_1] Melinda Caughill’s client was panicking. A medical incident had landed her in an emergency room, where doctors diagnosed her with terminal cancer. But that wasn’t all. “In that same emergency room visit, the hospital administrator came in to deliver the even more whopping bad news,” said Caughill, a certified senior advisor. “‘Hey, you have… Continue reading Medigap, means testing and more: The financial advisor’s guide to Medicare
November 21, 2023—Earn 5% Or More – Forbes Advisor
[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. As of today, the best interest rates on CDs—certificates of deposit—pay up to 5.83%, based on certificate term lengths. Here’s an overview of how CD rates are changing, followed by a guide to… Continue reading November 21, 2023—Earn 5% Or More – Forbes Advisor
The 10 Hardest Colleges To Get Into This School Year – msnNOW
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LPL goes straight at wirehouse crown jewels — corner-office brokers … – RIABiz
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Starkey joins Edward Jones as financial advisor | Local News
[ad_1] Rankin Starkey has joined the local Edward Jones office of financial advisor Bryon Mein as an associate financial advisor. In this role, Rankin will help tailor and personalize clients’ experiences on their path to financially achieving the things that matter most to them and their families. Associate financial advisors must obtain the required FINRA licenses and be… Continue reading Starkey joins Edward Jones as financial advisor | Local News
Here’s What Makes Vertiv (VRT) a Great Investment Pick
[ad_1] Jackson Peak Capital, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. Jackson Peak performed exceptionally well in Q3, delivering a robust +11.8% return. Despite the challenging market conditions, Jackson Peak’s alternative, long-short investment strategy proved successful, securing notable wins in each segment of… Continue reading Here’s What Makes Vertiv (VRT) a Great Investment Pick