Author: elghoulam

[ad_1] Index Definitions S&P 500 Index: The Standard & Poor’s (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization US stocks. Risk Considerations Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. The value of fixed income securities will fluctuate and, upon a sale, may… Continue reading Market Rebound 2023: Investing Risks Remain

[ad_1] A festive ribbon-cutting was held Monday, Nov. 6 for the new Edward Jones office at 106 N. Main St. in the Higbee Building on the Heyer Park Square in downtown Walworth. Pictured from left are 5-year Edward Jones Financial Advisor Daniel Pearce and Branch Office Administrator Lexus Scherrer. After working at Edward Jones branches… Continue reading New Edward Jones office opens in downtown Walworth; Financial advisor Daniel Pearce becomes hometown entrepreneur

[ad_1] GAAP Net Investment Income (“NII”) was $9.5 million, or $0.13 per share, in the third quarter, a 7% increase from the second quarter, and a 24% year-over-year increase from the third quarter of 2022. Third quarter NII provided dividend coverage of 131% on a GAAP basis, an increase from prior quarter dividend coverage of… Continue reading BlackRock Capital Investment Corporation Reports Financial Results for the Quarter Ended September 30, 2023, Declares Quarterly Cash Dividend of $0.10 per Share

[ad_1] New financial advisors face some daunting challenges such as learning the industry, getting their licenses, and building a book of business. Last year, headcount in the industry only grew by 2,579 advisors with a failure rate of more than 72% for rookie advisors.    This highlights the succession crisis that is facing the industry.… Continue reading Challenges for Rookie Financial Advisors

[ad_1] A few weeks ago, the U.S. Federal Reserve published an update of the long-running Survey of Consumer Finances, and one of the topline findings shows that just over 12% of American families now have a net worth exceeding $1 million. According to the survey, these new millionaires generally earn between $150,000 and $250,000 a… Continue reading No Asset Minimums? No Problem, One Advisor Says

[ad_1] NEW YORK, November 08, 2023–(BUSINESS WIRE)–Focus Impact Partners, LLC (“Focus Impact”), a leading private investment firm focused on investing in socially forward companies, today announced that it had completed the previously announced acquisition of a majority of the sponsor shares and private placement warrants of Crixus BH3 Acquisition Company, a special purpose acquisition company… Continue reading Focus Impact Partners Announces Acquisition of Sponsor Interest in Crixus BH3 Acquisition Company

[ad_1] Pontera, Wealthspire Advisors Partner to Expand 401(k) Capabilities Pontera Solutions Inc. announced a partnership with Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, in which Wealthspire will leverage the Pontera platform to expand its 401(k) management capabilities. “Wealthspire’s passion for maximizing client value is evident in the robust capabilities they have already built to… Continue reading Adviser Product Partnerships – 11/8/23

[ad_1] SC financial expert shares how to have a good money talk with your loved ones Updated: 4:55 PM EST Nov 8, 2023 Mike Giordano, financial advisor with Williams Wealth Management in Greenville, South Carolina, shares how to have a good money talk with your loved ones and why it’s important to have that conversation.… Continue reading Financial expert shares how to have a good money talk with your loved ones

[ad_1] Can you create a detailed budget to cover only necessary expenses such as bills and groceries? The “No-Spend-November Challenge” has guidelines to promote financial health for the holiday season at least. “Are you ready to kick-start your savings and make the most out of the upcoming holiday season?” With this question, Philam Life licensed… Continue reading Want To Stop Bad Spending Habits? This Financial Advisor’s Challenge Might Be Of Help

[ad_1] Readers of my column discover pretty quickly that I’m a big fan of financial planning. It isn’t just my profession; it is my passion. Anybody can live a better, more satisfying and ultimately more successful financial life if they work with a capable financial planner. A good planner can help clarify your money mind,… Continue reading Finding the right advisor, part 1 – Monterey Herald