How Automation and AI in Financial Planning Could Affect You | Personal Finance

[ad_1] When it comes to personal finance, automation can be a powerful tool – just ask the millions of folks who’ve been able to build a nest egg thanks to automatic retirement plan contributions, or those who’ve been able to eliminate late fees by automating bill payments. But is automation and AI in financial planning… Continue reading How Automation and AI in Financial Planning Could Affect You | Personal Finance

Americans Are Prioritizing Saving for Kids’ College Over Their Own Retirement: Is This a Mistake?

[ad_1] When given the choice between saving for their kids’ college education or saving for their own retirement, 56% of Americans said they would choose to save for their kids’ college, according to a recent Thrivent survey. This is in line with what Americans value most: 76% of Americans ranked family as a top priority… Continue reading Americans Are Prioritizing Saving for Kids’ College Over Their Own Retirement: Is This a Mistake?

Hedge-fund billionaire Leon Cooperman doesn’t see S&P 500 above 4,600. Here’s what he’s investing in.

[ad_1] By Louis Goss ‘Many are so fixated on inflation, they can’t see the bigger danger in a potential fiscal crisis,’ Cooperman says “I would be very surprised we went above 4,600 anytime this year, and I’m not interested in the S&P. I’m interested in individual stocks.”Leon Cooperman, Omega Advisors That was hedge-fund billionaire Leon… Continue reading Hedge-fund billionaire Leon Cooperman doesn’t see S&P 500 above 4,600. Here’s what he’s investing in.

Financial Advisor Natalea Simmons Joins Stifel In Suburban St. Louis

[ad_1] Stifel Financial Corporation ST. LOUIS, Oct. 13, 2023 (GLOBE NEWSWIRE) — Stifel Financial Corp. (NYSE: SF) today announced that financial advisor Natalea Simmons has joined the firm’s Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary in Frontenac, Missouri.   Ms. Simmons has 21 years of investment industry experience, all at Merrill Lynch, where she was responsible… Continue reading Financial Advisor Natalea Simmons Joins Stifel In Suburban St. Louis

Don’t Let Emotional Investing Cloud Your Judgement |

[ad_1] When it comes to money, it’s easy to let your emotions get the best of you – particularly during periods of personal stress or market volatility. Even seasoned investors should guard against making financial decisions based on feelings instead of facts. Here are four common investment biases that can cloud your judgment. Keeping these… Continue reading Don’t Let Emotional Investing Cloud Your Judgement |

Commonwealth Adds Services To Attract Affluent Clients, Expand RIA Presence

[ad_1] Commonwealth Financial Network announced that it would unveil several new programs and services to help its advisors offer more services for high-net-worth clients. The fast-growing independent broker-dealer is also opening an IT help desk and service center in Cincinnati. Karen McColl, senior vice president of wealth management at Commonwealth, detailed a number… Continue reading Commonwealth Adds Services To Attract Affluent Clients, Expand RIA Presence

Willmar Edward Jones financial adviser to relocate office – West Central Tribune

[ad_1] WILLMAR — Edward Jones financial advisor Jeanne Ashburn will relocate her office to 2630 1st St. S., Suite 102, in Willmar. The new office is set to open Oct. 18. Ashburn has served as a financial adviser since 2009, providing financial guidance to clients in the area. The office number will remain the same… Continue reading Willmar Edward Jones financial adviser to relocate office – West Central Tribune

Three Factors to Consider Before Taking Social Security

[ad_1] The complexities of Social Security calculations can cause some confusion around when someone eligible should file and claim their benefit. The best place to begin is understanding your eligibility. Like most government programs, Social Security has many layers, and it is not always clear when and how some should begin taking their benefit, because… Continue reading Three Factors to Consider Before Taking Social Security