Author: elghoulam

[ad_1] When Rubin Miller graduated from Kenyon College with a degree in English he had no idea what he wanted to do but he did have one unique skill. He was an unusually good chess player. At 15, Miller had ranked high enough to become a chess master. As he approached his college graduation, one… Continue reading From Chess Master to Day Trader to Financial Advisor

[ad_1] Working with a financial advisor has its benefits. These professionals can help you analyze your finances, define your goals and create a plan to reach them — whether it’s buying a house, paying for an education or retiring comfortably. Even better, you’re likely to feel less stressed about your finances when you seek financial… Continue reading Fiduciary vs. Financial Advisor: What’s the Difference?

[ad_1] Sponsored Content by Fuchs Financial 1 hour ago HARTFORD, Conn. (WTNH) – According to a recent survey conducted by the Harris Poll, the amount of discipline people in America put into financial planning is almost an exact 50/50 split. Some people are consistently focused on retirement and making financial plans. And just as many… Continue reading Fuchs Financial – Retirement: Are You a Disciplined Planner or a Casual Saver?

[ad_1] Lokken Investment Group LLC recently announced the addition of Evan Hine, CRPC, to its growing team. Hine will be joining the Lokken team as a financial advisor. Hine brings outside experience in financial planning with a deep level of understanding in macroeconomics involving investment management. He is a graduate of Mount St. Mary’s University… Continue reading Lokken Investment Group adds experienced financial adviser

[ad_1] Ask an Advisor: Our Investment Portfolio Fell From $450K to $250K. Should I Cash in My Investments? Our investments were $450,000 and are now $250,000. How much do I lose before I cash in investments? -Liz I’m sorry that you’ve experienced such a significant financial loss. I know that can be stressful and scary as… Continue reading Our Investment Portfolio Fell From $450K to $250K. Should I Cash in My Investments?

[ad_1] Osaic’s latest giant deal to acquire the wealth management business of Lincoln Financial Group will spin another insurance company out of a rapidly consolidating — yet growing — industry. Phoenix-based Osaic, the private equity-backed firm formerly known as Advisor Group, secured an agreement to purchase Radnor, Pennsylvania-based Lincoln Financial’s wealth arms — Lincoln Financial… Continue reading Osaic’s plans for Lincoln Financial Group’s wealth business

[ad_1] Since this list was compiled, TD Ameritrade has been incorporated into Charles Schwab. TD Ameritrade is a highly versatile online broker that shines in many areas, from education and research to its platform and technology. All of this make it to be the best choice for new investors who are learning the ropes. The… Continue reading Best Online Brokers Of December 2023 – Forbes Advisor

[ad_1] alvaro gonzalez/Getty Images The terms financial advisor and financial planner are often used interchangeably. However, they actually refer to two different types of professionals who offer distinct services. While both offer guidance on investments, taxes and other financial matters, financial advisors generally focus on managing an individual’s investment portfolios, while financial planners take a… Continue reading Financial Advisor vs. Financial Planner