#financial-advisory

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#goldman-sachs
from24/7 Wall St.
3 months ago
NYC startup

4 of Goldman Sachs Favorite Dividend Stock Picks With Massive 20%-40% Upside Potential

Goldman Sachs identifies strong dividend stocks with significant upside potential amid falling Treasury yields.
Startup companies
from24/7 Wall St.
4 months ago

Goldman Sachs Has Turned Very Bearish: Grab These Stable Recession-Proof Dividend Stocks Now

Goldman Sachs identifies stable stocks that can weather recessions, highlighting ones with improving cash flows and solid dividend potential.
Startup companies
from24/7 Wall St.
4 months ago

Goldman Sachs Has Turned Very Bearish: Grab These Stable Recession-Proof Dividend Stocks Now

Goldman Sachs identifies stable stocks that can weather recessions, highlighting ones with improving cash flows and solid dividend potential.
fromThe Mercury News
1 week 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.
1 week 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
#investing
from24/7 Wall St.
4 months ago
Cryptocurrency

I'm 50 and have $5 million in cash sitting in my IRA - I want safety but hate losing returns, where should I put it?

from24/7 Wall St.
4 months ago
Cryptocurrency

I'm 50 and have $5 million in cash sitting in my IRA - I want safety but hate losing returns, where should I put it?

#dividend-stocks
#stock-market
#social-security
Retirement
from24/7 Wall St.
2 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.
Retirement
from24/7 Wall St.
2 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.
fromSmartasset
1 month 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.
2 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.
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
#inflation
#wealth-management
Retirement
from24/7 Wall St.
2 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.
Retirement
from24/7 Wall St.
2 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.
from24/7 Wall St.
2 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.
3 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.
Retirement
from24/7 Wall St.
3 months ago

Is Your Financial Advisor a Fiduciary? How to Find Out and What to Do If They Aren't

Choosing a fiduciary financial advisor is crucial for effective retirement planning.
Cryptocurrency
from24/7 Wall St.
3 months ago

With The S&P 500 (VOO) In Free Fall, Will Tomorrow April 7th Be A Second Black Monday?

The recent market collapse shows troubling similarities to Black Monday, prompting calls for financial assessment.
NYC parents
from24/7 Wall St.
3 months ago

My Parent's Financial Advisor is Charging 1.5% Fees-Should I Move Her Funds Now or Wait a Year?

Financial advisors provide valuable guidance that can justify their fees, improving financial outcomes for clients.
Cryptocurrency
from24/7 Wall St.
3 months ago

Wall Street Warns Stocks Could Drop Another 10-15%: Here Are Our 2 Safest Investments Now

Market corrections are signaling adjustments from Wall Street, particularly affecting retirees.
S&P 500 valuations are above long-term averages, indicating a potential downturn.
Bootstrapping
from24/7 Wall St.
4 months ago

I Found Out My Dad's Wealth Manager Only Invested My $50K in One Fund-Should I Diversify Now?

Engaging with a financial advisor is key, but their advice shouldn't be accepted without question.
Diversification is crucial for reducing risk, especially for those nearing retirement.
Roam Research
from24/7 Wall St.
4 months ago

We've got $2 million in pre-tax retirement funds already - do I need a Solo 401(k) that allows after-tax mega backdoor conversions?

Roth accounts offer tax-free gains and flexibility in retirement.
Solo 401(k)s can include Roth features or conversions for better savings strategies.
Retirement
from24/7 Wall St.
4 months ago

This is why I'll never take out a reverse mortgage - 5 hidden costs you need to know about

Reverse mortgages can be appealing for seniors needing funds, but they come with significant hidden costs.
fromTearsheet
4 months ago

The new economics of wealth management: Stirlingshire's advisor-first approach - Tearsheet

"Every single advisor keeps every penny that they generate in asset management fees and commissions, there's zero expenses to them whatsoever. And so that's how I began to think about it."
Marketing tech
Artificial intelligence
from24/7 Wall St.
5 months ago

Live Earnings Updates: 3 Catalysts That Can Send NVIDIA (NVDA) Shares Soaring Tonight

Investment in AI stocks can yield significant returns, similar to NVIDIA's past performance.
A new report offers insights on emerging AI stocks poised for growth.
Retirement
from24/7 Wall St.
5 months ago

Do any young people use a financial advisor? What makes them worth the money?

Working with a financial advisor early can enhance financial security and planning for future goals.
fromLondon Business News | Londonlovesbusiness.com
8 months ago

Farmers fearful of inheritance tax rises can act now to protect their legacy for the next generation - London Business News | Londonlovesbusiness.com

Farmers should proactively address potential increased Inheritance Tax liabilities stemming from changes to Agricultural Property Relief, effective from April 2026.
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