[ad_1] I have a million dollars and I want to put it to work for me. Where can I put it to make the most amount of passive income from it? Also, how can I minimize taxes on that to be able to keep more of that money? – Andrea While today’s high-interest rate environment… Continue reading I Have $1 Million and Want It to Work for Me. How Do I Maximize Passive Income and Minimize Taxes?
Author: elghoulam
I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
[ad_1] Financial advisor and columnist Michele Cagan I am 48 years old. I made $310,000 last year and I currently have $546,000 in my retirement plan at work. My husband is on disability and doesn’t work and does not have a 401(k) plan. I wanted to open a Roth IRA but I read that I… Continue reading I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
NFL Players Association Drafts UBS to Advise Athletes
[ad_1] By John Manganaro December 05, 2023 at 02:53 PM Advisors in the firm’s athletes and entertainers segment will work with current and retired players represented by the union. The NFL Players Association (NFLPA) announced Tuesday that it has selected UBS Financial Advisors as an institutional financial advisor partner, allowing advisors in the firm’s athletes… Continue reading NFL Players Association Drafts UBS to Advise Athletes
Why Financial Advisors Loved Charlie Munger
[ad_1] Charlie Munger’s death last week resonated throughout the wealth management industry, where the former longtime business partner of Berkshire Hathaway CEO Warren Buffett had legions of admirers. Munger died at age 99 in Los Angeles after serving as Buffett’s advisor and right-hand man for more than 50 years. Munger was known for his investing… Continue reading Why Financial Advisors Loved Charlie Munger
'Extreme Buying' Sends Over 60% Of S&P 500 Stocks To 20-Day Highs – MSN
[ad_1] ‘Extreme Buying’ Sends Over 60% Of S&P 500 Stocks To 20-Day Highs MSN [ad_2] Source link
Behind the curtain: Know how your financial advisor makes money – Moneycontrol
[ad_1] Behind the curtain: Know how your financial advisor makes money Moneycontrol [ad_2] Source link
Wells Fargo's indy group, FiNet, bumps up fee for big advisors – InvestmentNews
[ad_1] Wells Fargo’s indy group, FiNet, bumps up fee for big advisors InvestmentNews [ad_2] Source link
Why some AAPI financial advisors still feel invisible
[ad_1] Growing up, Saki Kurose was taught by her Japanese immigrant parents to work hard in school. With no exposure to wealth management professions, she decided to play the violin professionally. It wasn’t until several years into that career that Kurose stumbled into the financial planning field and transitioned to becoming a financial advisor. “I’m… Continue reading Why some AAPI financial advisors still feel invisible
SEC investor office wants halt to mandatory arbitration
[ad_1] An investor advocacy group within the SEC is warning that advisors who use contract clauses to force client disputes into arbitration could be violating their fiduciary duty to look out for their customers’ best interests. For that reason, the agency’s Office of the Investor Advocate recommended in a report Tuesday that regulators bring a… Continue reading SEC investor office wants halt to mandatory arbitration
Windes launches Ovisto with Integrated Partners
[ad_1] An advisory firm that works with certified public accountants helped a major CPA company launch a wealth management unit, as the two professions increasingly operate together. Long Beach, California-based Windes, one of the top 100 largest accounting firms in the country, and Waltham, Massachusetts-based Integrated Partners — a registered investment advisory company with $12.7… Continue reading Windes launches Ovisto with Integrated Partners