Author: elghoulam

Midland ISD Bond Advisory Committee meets for first time

[ad_1] The Bond Advisory Committee met for the first time this past week to hear a report on the status of the $1.415 billion bond that passed in November. The committee was introduced to their roles and responsibilities and will meet with district leaders quarterly. It will hear reports on construction and project timelines; cost… Continue reading Midland ISD Bond Advisory Committee meets for first time

8 Things Advisors Should Know About 401(k) Tax Credits

[ad_1] Start Slideshow The combination of new 401(k) plan tax credits and the owners of small businesses facing an increasingly challenging operational environment spells a tremendous opportunity for financial advisors aiming to grow their businesses and deepen existing client relationships. In fact, according to Eric Droblyen, president and CEO of Employee Fiduciary, today’s 401(k) tax… Continue reading 8 Things Advisors Should Know About 401(k) Tax Credits

Statesville advisor gives information on unclaimed property

[ad_1] Nic Gilliam Nic Gilliam Every year across the United States, billions of dollars go unclaimed. These assets are held by state and federal treasuries until their rightful owners are found. Anyone who has lived or worked in the United States can check these financial repositories to see if any dollars are owed to them… Continue reading Statesville advisor gives information on unclaimed property

Two Seasoned Women Advisors Seeking a Client-Centric and Servant Leader Culture that Champions Women in Leadership join SAGE Private Wealth Group

[ad_1] OAKBROOK TERRACE, Ill., December 01, 2023–(BUSINESS WIRE)–SAGE Private Wealth Group, a registered investment advisory firm, is delighted to announce the addition of accomplished women leaders to its growing team. Kristi Wano and Christina Castrejon join SAGE PWG as Senior Vice Presidents -Senior Wealth Advisors. Wano and Castrejon serve as role models, actively contributing to… Continue reading Two Seasoned Women Advisors Seeking a Client-Centric and Servant Leader Culture that Champions Women in Leadership join SAGE Private Wealth Group

Not working with a financial advisor? You’re missing out on 4 major benefits

[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. While the services of a financial advisor don’t come free, your investment can pay off in spades over… Continue reading Not working with a financial advisor? You’re missing out on 4 major benefits

What’s the Average Return on an All-Bond Portfolio Right Now?

[ad_1] Like all markets, bonds fluctuate. Your returns will be based on what you hold, when you buy it, tax treatment and other factors. While many choose to diversify their portfolios across stocks, bonds and other assets, an all-bond portfolio may allow for more predictability and income generation. You can also diversify an all-bond portfolio with… Continue reading What’s the Average Return on an All-Bond Portfolio Right Now?

What does your perfect week as a retiree look like?

[ad_1] When it comes to retirement planning, envisioning your ideal lifestyle is crucial. As you reflect on 2023, consider the moments that brought you joy, the places that inspired you, and the people who made each day special. To kick-start this process, grab a sheet of paper or record yourself discussing these experiences — the ones… Continue reading What does your perfect week as a retiree look like?