#financial-advisory

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#goldman-sachs
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fromThe Mercury News
3 weeks ago

Former Bay Area financial advisor charged in Ponzi scheme

Edwin Emmett Lickiss Jr. was charged in a $9.5 million Ponzi scheme affecting over 50 investors.
from24/7 Wall St.
3 weeks ago

Is ULTY's 84.23% Yield Real or Just a Mirage?

The YieldMax Ultra Option Income Strategy ETF (ULTY) currently boasts an annual yield of 84.23%, but investors should be cautious due to its lack of diversification and fluctuating yields.
E-Commerce
#bank-of-england
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E-Commerce
from24/7 Wall St.
1 month ago

5 Stocks and ETFs Priced at $5 and Lower Pay Massive 10% to 19% Dividends

Low-priced ultra-high-yield stocks provide opportunities for higher share counts and substantial dividends.
#dividend-stocks
more#dividend-stocks
#stock-market
more#stock-market
#social-security
Retirement
from24/7 Wall St.
3 months ago

Should You Claim Social Security at 62 and Invest the Money?

Filing for Social Security at 62 reduces benefits for life, but investing the money could yield higher returns.
more#social-security
fromSmartasset
2 months ago

5 Ways to Ask and Pay for Referrals as a Financial Advisor

Not everyone feels comfortable making referrals. It’s important to understand client hesitations, whether they stem from personal discomfort or dissatisfaction with service.
Online marketing
from24/7 Wall St.
2 months ago

3 Hedge Fund Favorite Stocks Trading At Yearly Low Prices

Hedge funds are cautious yet confident, buying stocks like Kraft Heinz, Chevron, and Thermo Fisher at lows amid market uncertainties.
fromBusiness Matters
2 months ago

UK stealth tax hike risks exodus of high earners, deVere warns

Increasing taxes are prompting British professionals to consider relocating abroad to escape higher tax burdens.
#retirement-planning
from24/7 Wall St.
3 months ago
Retirement

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

Retirement
from24/7 Wall St.
3 months ago

Is $1 Million Still Enough to Retire on in America?

Retiring comfortably on $1 million is increasingly challenging due to rising costs.
Understanding personal living costs and future inflation is crucial for retirement planning.
Retirement
from24/7 Wall St.
3 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
Retirement
from24/7 Wall St.
2 months ago

Living on $600K a Year in Retirement-Are We Truly Prepared?

To sustain a $50,000 monthly retirement spend, one would need a substantial nest egg, likely around $15 million.
Retirement
from24/7 Wall St.
3 months ago

I'm in my mid-50s and was going to retire this year but am having second thoughts because of the market

Retiring in a down market is challenging but manageable with proper portfolio composition.
from24/7 Wall St.
3 months ago
Retirement

I'm 45 with $7 million liquid - should I prioritize more Roth contributions in my 401(k), or just stuff it with pre-tax?

Retirement
from24/7 Wall St.
3 months ago

Is $1 Million Still Enough to Retire on in America?

Retiring comfortably on $1 million is increasingly challenging due to rising costs.
Understanding personal living costs and future inflation is crucial for retirement planning.
Retirement
from24/7 Wall St.
3 months ago

These Are the Biggest Retirement Mistakes Social Security Can't Fix

Retirement planning must encompass more than Social Security for true security and comfort.
more#retirement-planning
fromFast Company
2 months ago

What is ESG investing, and is it still a thing under Trump?

This conversation took place more than 15 years ago. In the intervening time, socially responsible investing became mainstream. These days, every brokerage and retirement plan offers at least one ESG investing option for concerned investors.
Social justice
fromBusiness Insider
2 months ago

I left my JP Morgan job making over $250k to start my business, and thought I'd made a mistake

I wanted the freedom to set my own schedule so I could volunteer and get involved in my community.
Retirement
Startup companies
from24/7 Wall St.
3 months ago

Live Nasdaq Composite: Inflation Rate Eases to Multi-Year Low, Stocks Stall

Markets are processing better-than-expected inflation data despite concerns over technology stocks and executive changes.
#wealth-management
Retirement
from24/7 Wall St.
3 months ago

I'm in my late 30s with a $14 million net worth and I'm struggling to figure out what comes next

A Redditor with $14 million is uncertain about work and investment management after leaving his job.
more#wealth-management
from24/7 Wall St.
3 months ago

Tariffs Can Send The S&P 500 To 6,000

If the Trump administration secures trade deals with major economies like China, Japan, and India, markets could see a rally of up to 10%, pushing the S&P 500 toward the 6,000 level.
Retirement
from24/7 Wall St.
3 months ago

Wall Street Billionaire and Trading Legend Says Gold Could Hit $5000 by 2028

Gold's price rose significantly in 2024, driven by central bank demand and geopolitical tensions, challenging past skepticism about its investment value.
from24/7 Wall St.
3 months ago

1000-Point Market Swings Signal Danger: Boomers Should Move to 5 Guaranteed Dividend Investments

Substantial 1,000-point swings often signal underlying economic uncertainty and can lead to financial losses for investors.
Cryptocurrency
Retirement
from24/7 Wall St.
3 months ago

Signing Up for Medicare? Here's Why You Should Wait on Social Security

Medicare begins at 65, but claiming Social Security early may reduce benefits significantly.
Cryptocurrency
from24/7 Wall St.
3 months ago

Gold Prices Surging, 3 Stocks to Buy Before Prices Hit $3,500 per Ounce

Gold is experiencing a historic bull run, largely due to stock market volatility and limited investment options.
from24/7 Wall St.
4 months ago

What I Wish I Knew Before Setting Up a 401k: Lessons from My Small Business Experience

Offering a 401(k) plan is essential for small businesses to retain employees and promote retirement savings.
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