Author: elghoulam

[ad_1] In a historic first, the Solano Commission on Women & Girls will host its first joint workshop with the Friends of the Solano Commission for Women and Girls to help attendees change the tide on their financial literacy. “Financial literacy is crucial for women and girls. When we are empowered with knowledge, we gain… Continue reading Solano Commission on Women and Girls to tackle financial literacy – The Vacaville Reporter

[ad_1] There’s a lot of investment advice out there: Some good, some bad and some downright awful. Your parents, friends and co-workers might have the best of intentions when they offer investing advice. But following their recommendations without doing your own research can be detrimental to your portfolio’s performance. In this article, we’ll discuss a… Continue reading Bad investment advice you should avoid

[ad_1] There’s a lot of investment advice out there: Some good, some bad and some downright awful. Your parents, friends and co-workers might have the best of intentions when they offer investing advice. But following their recommendations without doing your own research can be detrimental to your portfolio’s performance. In this article, we’ll discuss a… Continue reading How to Spot Bad Investment Advice — And What To Do Instead

[ad_1] By Howard Hook, CPA, CFP®. They leave to good cheer and perhaps some feelings of envy, as a retirement party and gifts from their colleagues usher them off to the next chapter in their lives. Then, for various reasons and maybe in just a matter of months, they un-retire, and return to the workforce,… Continue reading 17% of Retirees Consider Returning to Work

[ad_1] Sergey Nazarov / iStock.com The value of the U.S. dollar has been in steady decline. It doesn’t help that the cost of living has continued to rise or that the effects of inflation have seeped into so many other aspects of everyday life. Changes in the value of the dollar have, understandably, caused many… Continue reading What Will It Be Worth in 10 Years?

[ad_1] “Money makes the world go round.” It’s a phrase seemingly as old as time, which could explain why so many people have a complicated relationship with money. From not having enough of it to always wanting more of it, both Jordan Jacob and Allison Osbourn said they suffered from what financial advisors like Ali… Continue reading Money dysmorphia explained by financial advisor, plus tips for taking control of a new budget

[ad_1] By Ryan W. NealNovember 15, 2023 at 01:45 PM Recent market turbulence has not slowed the momentum of advisors breaking away from wirehouses, the Dynasty CEO says. Shirl Penney hopes next Fourth of July will mark a significant milestone in the history of independent financial advisors. That’s the date the Dynasty Financial Partners founder… Continue reading Shirl Penney Eyes Independence Day for Dynasty’s $100B Milestone

[ad_1] WealthKernel, a wealthtech provider of digital investment services, today announces a new partnership with Bambu, a digital wealth technology provider. The partnership marks the launch of Bambu GO, a ready-to-use Robo-advisor technology designed for financial institutions. The new no-code, customisable Robo-advisor technology will enable financial institutions such as IFAs, Wealth Managers and Asset… Continue reading WealthKernel and Bambu team on no-code robo-advisor tech

[ad_1] In choosing a qualified custodian, bankruptcy protections are key. Bankruptcy-remote custody solutions — like Anchorage Digital Bank, a federally chartered bank — would still meet the SEC definition of a qualified custodian. The analysis is more nuanced with respect to state-chartered trusts, which may vary widely in compliance standards, bankruptcy protections, and key storage… Continue reading New SEC Custody Rule Could Change How Financial Advisers Interact with Crypto Clients