Author: elghoulam

[ad_1] Molly is a Wellsville native, budding financial advisor, and dedicated to the local economy By Andrew Harris Another month has passed and another winner has emerged!! The latest $100 prize goes to a third generation Wellsville all-star Molly Cole! To say she comes from “great stock” is an understatement, her parents are Mary Kate… Continue reading Fassett Lane announces new winner of monthly $100 drawing: Molly Cole !

[ad_1] Nov 6 (Reuters) – Vacation property operator Hilton Grand Vacations (HGV.N) said on Monday it would buy peer Bluegreen Vacations (BVH.N) in a $1.5 billion deal including debt, to attract younger customers for its timeshare properties and expand offerings. Under the deal terms, shareholders of Bluegreen Vacations will receive $75 in cash for each… Continue reading Hilton Grand to buy Bluegreen Vacations in $1.5 billion deal

[ad_1] HUB International Limited (HUB) continues full steam ahead with its M&A activities, acquiring two more firms to expand its geographic footprint and strengthen industry and product expertise. In its most recent acquisition, HUB announced Nov. 6 that it has acquired the assets of Renaissance Benefit Advisors Group, LLC (RBA). Located in New York City and Atlanta, GA,… Continue reading HUB Further Strengthens Retirement and Wealth Management Services

[ad_1] Many big events are repeated over time. “The lack of bear markets is actually what plants the seeds for the next bear market,” Morgan Housel, financial writer and partner in The Collaborative Fund, argues in an interview with ThinkAdvisor. In his new book, “Same as Ever: A Guide to What Never Changes,” Housel maintains… Continue reading Morgan Housel: To See Crashes Coming, Look Backward

[ad_1] Investment decisions are normally driven by data analysis and objective criteria, but when an adult child asks parents to invest in their start-up venture, subjectivity can take the wheel. Although most parents are hardwired to help their children, making an emotionally driven investment can lead to poor outcomes both financially and in terms of… Continue reading Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide.

[ad_1] Thinking about early retirement? You’re not alone. Financial advisors are fielding more calls these days from clients looking to leave the rat race earlier than anticipated. While many people simply can’t afford to retire in their 50s or early 60s—and others don’t want to—advisors say they have seen an uptick in client inquiries for… Continue reading Retiring Early Is Your Dream. 7 Steps to Make It Come True.

[ad_1] Morsa Images | Digitalvision | Getty Images Costs for some key health insurance components have slowed for workers in recent years. While the deceleration is a positive trend, many workers likely still find current prices unaffordable, experts said. “Yes, it’s slowed,” said Carolyn McClanahan, a physician and certified financial planner, and founder of Life… Continue reading A meteoric rise in worker health costs has slowed

[ad_1] Key Takeaways Investors, particularly younger ones, are relying increasingly on independent advisors for help in managing their finances, a report from Cerulli Associates showed. As of the second quarter, 43% of investors surveyed by Cerulli identified themselves as “advisor-reliant,” up from 36% who said the same in 2021. “Advisor-reliant” investors made up two-thirds, or… Continue reading Investors Rely on Independent Advisors More Than Ever Before, Report Shows

[ad_1] CHICAGO, Nov. 06, 2023 (GLOBE NEWSWIRE) — Dresner Partners, an award-winning, FINRA-registered, middle-market investment bank and Mergers Alliance member firm, is pleased to announce that it served as financial advisor to Comprehensive Prosthetics & Orthotics (CPO). CPO recently completed an investment from Northcreek Mezzanine Fund IV, L.P. (“Northcreek Mezzanine”), and PCI II, L.P. (“Parkway… Continue reading Dresner Partners Serves as Financial Advisor to