Author: elghoulam

[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. Forbes is shutting down Q.ai, its online investment app for simplified trading.  Q.ai users must move assets in… Continue reading Forbes Is Shutting Down Its Investing App — Consider These 8 Alternatives

[ad_1] The question of whether gold, oil and other commodities are right for individual client portfolios has always been a hard one for financial advisors to mine. So let’s dig into it. The Invesco DB Commodity Index Tracking Fund is flat year to date as inflation has moderated over the course of 2023 thanks to… Continue reading Advisors dig into the great commodities question

[ad_1] High-current-income business owners can’t afford to sit still with the IRS loading up its audit and IT staff to drive federal tax revenue. Cash benefits plans can help lower tax burdens and build a more affluent retirement and are worth investigating. As the IRS grows more aggressive with high-net-worth taxpayers — even announcing it’s… Continue reading Cash Balance Plans: Big Deductions, Big Retirement Savings

[ad_1] Image courtesy 123rf This week’s Smart Energy Finances looks at an expected hit to Q4 retail profits for E.ON despite significant earning and investments over the first nine months of the financial year. Meanwhile, US-based substation equipment manufacturer Systems Control has been sold by Comvest Partners to Hubbell Incorporated, UK flexibility provider Statera Energy… Continue reading Smart Energy Finances: E.ON anticipates Q4 hit

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Home equity loans and home equity lines of credit are two products that let homeowners tap into their home equity. What’s the difference? A home equity loan is a fixed-rate, lump sum loan… Continue reading Current HELOC & Home Equity Interest Rates – Forbes Advisor – Forbes Advisor

[ad_1] Black Diamond’s gutsy CRM play is a self-branded product built on a …  RIABiz [ad_2] Source link

[ad_1] It’s the giving season, but you could also call it the saving season. According to financial advisor Kathryn McCall, who spoke with KCRA 3 Thursday, right now is the perfect time to start making sure you step into the new year on the right financial foot.When it comes to year-end decisions that could help… Continue reading Tips for setting yourself up for financial success next year

[ad_1] With the market dropping precipitously in 2022, registered investment advisors spent much of last year fighting to hold onto clients and soothe their anxieties. The S&P 500 stock index posted a total return last year of of negative 18% last year, eroding the annual organic growth of client assets both at RIAs with less… Continue reading Advisors hustled to hang onto clients last year: Fidelity

[ad_1] When a financial planner’s political post goes viral | Advisor.ca Skip to content Opens in a new window Opens an external site Opens an external site in a new window [ad_2] Source link