Author: elghoulam

[ad_1] One of the most controversial numbers in financial planning, 4%, is back — but the “rule” that follows it less so. On Monday, Morningstar Inc. published research showing that 4% is the “highest safe starting withdrawal rate for retirees,” as there is a 90% probability they will still have money left in their portfolios… Continue reading The 4% rule is back, but it’s not really a rule

[ad_1] For immediate release QUINCY — The Thomas Crane Public Library would like to encourage community members to participate in a holiday budgeting workshop, led by Financial Advisor David Khalif, later this month.  WHEN:  Tuesday, Nov. 28 from 7-8 p.m.  WHERE:  Community Meeting Room, Main Library, 40 Washington St. WHAT:  Join members of the Thomas… Continue reading Thomas Crane Public Library to Host Holiday Budgeting Workshop

[ad_1] Greater Texas adds Daniel Butcher to its Wealth Advisory services team AUSTIN, TX (November 13, 2023) —  Greater Texas Financial Solutions, the investment arm of Greater Texas Credit Union, is ramping up its advising team to help more central Texans with their financial planning and investment needs. Daniel Butcher has joined the credit union… Continue reading Greater Texas adds Daniel Butcher to its Wealth Advisory services team

[ad_1] Orion Advisor Solutions is launching a series of fixed income separately managed account strategies on its Orion Portfolio Solutions (OPS) platform today. “We’ve just had so much demand for fixed income and Orion has had so much demand from their advisors for fixed income now that interest rates have gone up as… Continue reading Orion Offers Lineup Of Fixed-Income SMAs

[ad_1] Start Slideshow Financial advisors can find themselves in tough situations. You can give the best advice possible, but so many factors are beyond your control. You cannot control world events. The stock market can deliver unexpected surprises.  There are many times when things don’t work out like you hoped, and when this happens, you… Continue reading 6 Scenarios When Advisors Must Deliver Bad News

[ad_1] Several advisors recently spoke about what it takes to lead a purposeful business and how amplifying their impact provides a strong advantage to their firm. As it turns out, there are lots of ways to do so. “When purpose is a key driver and not just profits, the focus shifts from financial [key performance… Continue reading How advisors can lead with purpose

[ad_1] With the Addition of William H. “Trey” Jones III, Snowden Lane Has Recruited Over $1 Billion in Client Assets in 2023 NEW YORK–(BUSINESS WIRE)– Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Merrill Lynch Vice President William H. “Trey” Jones… Continue reading Former Merrill Lynch Vice President Joins Snowden Lane Partners with $230 Million in Client Assets

[ad_1] During the October 27 meeting of the Union College Board of Trustees, the new slate of officers and members were elected. Mike Goss ’80 will serve as Chair, DJ Washington ’03 as Vice Chair, Terry Smallwood ’72 as Treasurer, Jessica Terry Bergman ’98 as Secretary, and Haley McCoy ’07 and Bob Mitchell as at-large… Continue reading Board of Trustees appoints new officers and members

[ad_1] Q4 Inc. (TSX: QFOR) today announced that it has entered into a definitive arrangement agreement (the “Arrangement Agreement”) with an entity (the “Purchaser”) controlled by Sumeru Equity Partners (“Sumeru”), a leading technology-focused investment firm that provides growth capital, operating expertise, and scaling partnership to enterprise technology companies in North America and Europe. Pursuant to… Continue reading Q4 (QFOR) Acquired by Sumeru Equity Partners for CAD 6.05/sh