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Tag: financial advisors

News

Determining When It’s Time to Cut Your Losses in Investments

Warren Buffett, the legendary investor, once imparted his wisdom by saying, “The first rule of an investment is don’t lose money. And the ...
By Artur FernandoJanuary 4, 20240
News

The Decline of the 4% Retirement Strategy

The once-popular guideline of withdrawing 4% of a portfolio annually, adjusted for inflation, to sustain a 30-year retirement has fallen out of favor. ...
By Artur FernandoDecember 15, 20230
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LPL Financial Holdings Expands with Acquisition of Watermark Wealth Management

LPL Financial Holdings has made another significant advancement in its growth strategy, successfully recruiting an advisor team from rival independent broker-dealer Kestra. The ...
By Artur FernandoAugust 21, 20230
News

RBC Wealth Management Opens New Branch in Ohio

RBC Wealth Management has announced the recruitment of the James, Ford & Duble Wealth Partners team, a former UBS advisor team that managed ...
By Artur FernandoAugust 8, 20230
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Kaplan Brothers Charged with Fraud and Money Laundering

The Department of Justice has recently filed charges against Adam and Daniel Kaplan, twin brothers who have been accused of defrauding their wealth ...
By Artur FernandoJuly 29, 20230

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