Category: LOANS & MORTGAGES

[ad_1] Catherine Seeber says it’s a great time to be a financial advisor. “It’s the best job ever. I feel like I’m living my best life,” she said. “I get to help people and help them live their best life. It’s not all about the money. It’s not all about the portfolio. It’s all about… Continue reading Women advisors are leading through collaboration

[ad_1] Privately-held broker-dealer and corporate RIA managing over $13 billion in assets across 95,000+ client accounts partners with Pontera to offer secure professional 401(k) management capabilities to their over 400 financial professionals NEW YORK and FORT LAUDERDALE, Fla., Oct. 25, 2023 /PRNewswire/ — Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted… Continue reading Pontera and Kovack Financial Network Announce a New Partnership

[ad_1] We’ve all seen the heart-stopping headlines flooding our newsfeeds during recent years as we navigate a digital environment of constant information overload. The financial industry is not immune to the effects, but financial advisors can help ease client worries by deploying smart tactics that manage risk while decreasing volatility, particularly when clients are easily… Continue reading Emotions will rule client decisions. Here’s what advisors can do

[ad_1] I’m turning 68 shortly and plan to wait to claim my Social Security at age 70 to maximize the monthly benefit. I also plan to retire at the end of the year, if not sooner (so in three months or less). Does withdrawing from my traditional IRAs (current balance is $215,000) to reduce the… Continue reading Ask an Advisor: I’m 67 With $218k in an IRA. Should I Start My Withdrawals Now to Reduce Future RMD Taxes?

[ad_1] Financial advisors can too easily erase customer complaints from official records, but new regulatory reforms may finally add safeguards to a process that has been abused, says an association of attorneys who represent investors. The reforms may help ensure Main Street investors can rely on the accuracy of official records, the Public Investors Advocate… Continue reading New Finra Rules May Make it Harder to Erase Investor Complaints, Piaba Says

[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. Bottom line: Robinhood Investing and SoFi Invest are two of the best investment apps — and the only… Continue reading Robinhood Vs. SoFi Invest: Which Is Best?

[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. The goal of passive investing is to replicate the success of the market through assets like index funds.… Continue reading Passive Vs. Active Investing: What’s the Difference?

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[ad_1] click to enlarge Courtesy Photo / EVO Entertainment EVO Entertainment’s Schertz location offers myriad amenities in addition to its slate of blockbuster films. Austin-based EVO Entertainment Group is expanding its San Antonio footprint with a new cinema and gaming complex at South Park Mall, according to the San Antonio Business Journal. The news comes… Continue reading EVO Entertainment will open new South San Antonio theater next summer | San Antonio News | San Antonio