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. As a financial planner, I have clients asking about investing in real estate on a regular basis. Real… Continue reading 3 Tips From a Financial Planner for Investing in Real Estate

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. In 2022, the S&P 500 bounced back from its worst year in over a decade, and it is on track to finish 2023 up as well, with a gain of about 21% through… Continue reading 2023 Stock Market Year In Review – Forbes Advisor

[ad_1] Captrust has made another large acquisition as it plants a flag in the affluent Seattle area. The Raleigh, N.C.-based firm has purchased Trutina Financial, a registered investment advisor based in Bellevue, Wash., with $1.1 billion in client assets. The deal, which closed mid-November, marks Captrust’s first office in the region, which the… [ad_2] Source… Continue reading Captrust to Open First Office in Pacific Northwest With $1.1 Billion Acquisition

[ad_1] David Gyung / Getty Images/iStockphoto As a financial advisor, I’ve offered financial advice to people of all ages, helping them reach financial goals. I’ve also guided myself through my financial journey, working towards different money goals and experiencing many bumps along the way. See: 8 Things the Rich Spend Money on That Poor and… Continue reading Here’s the No. 1 Piece of Advice I Would Give My Younger Self

[ad_1] NEW YORK, December 05, 2023–(BUSINESS WIRE)–UBS today announced that it has been named an Institutional Financial Advisor of the NFL Players Association (“NFLPA”), the official union of professional football players in the National Football League. With this program, select UBS Financial Advisors, in coordination with the firm’s Athletes and Entertainers group, will provide holistic… Continue reading NFL Players Association names UBS an Institutional Financial Advisor

[ad_1] how to invest 20k for passive income If you’re looking to receive passive income with your investments, there are many ways to do it. While your best choice will depend on certain factors, such as your age and risk tolerance, there are many ways to invest $20,000. The right investment options for you are… Continue reading 6 Smart & Simple Ways to Turn $20,000 Into Steady Passive Income

[ad_1] As a financial advisor, I’ve offered financial advice to people of all ages, helping them reach financial goals. I’ve also guided myself through my financial journey, working towards different money goals and experiencing many bumps along the way. Looking back, I wouldn’t change much, as it helped me learn from my mistakes and get… Continue reading I’m a Financial Advisor: Here’s the No. 1 Piece of Advice I Would Give My Younger Self

[ad_1] It’s no secret that Vanguard, Fidelity and Charles Schwab could be considered three of the most popular and well-known brokerage firms. Each offers a wide range of products and services, from banking and investment products to financial advisors and financial planning services. However, there are some important differences, from fees to financial services to… Continue reading Vanguard vs. Fidelity vs. Schwab: Breaking Down the Numbers

[ad_1] Top-rated Bucks County financial advisory firm looks ahead to the next 100 years. Dec 5, 2023 1:23 pm EST | Updated Dec 5, 2023 1:24 pm EST NEWTOWN, PA — Longtime Newtown Borough financial advisory firm Anthony Petsis & Associates is launching a new website today that will help tell its story, assist its… Continue reading Newtown Financial Advisory Firm Launches Groundbreaking New Website