Wealth Management
The Health Care Stock Fund With An Ulterior Motive
Senior Contributor
Here Are Some Financial Moves That Can Ease The Pain Of Market Declines
ByBob Carlson,
Senior Contributor

Why The Financial Markets Are The Only Real Check On Trump
Forbes Staff
andMatt Schifrin,
Forbes Staff
With Congress acquiescing to all of Trump's wishes and the courts stacked in his favor, many are concerned about an unbridled president. To the rescue comes the market.
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Amid Market Chaos, Downside Protection Securities Beloved By Brokers Are Booming
Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees.
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The Service Gap for Collectors: Why the Current System Must Change.
The current financial and estate planning services leave a service gap for collectors. This article introduces the concept of a "Collector’s Office" to fill this gap.
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The 2 Types Of Financial Goals And Why They Matter
Whether it’s saving for retirement, paying off debt, or buying a dream home, goal setting provides direction and serves as a benchmark for progress.
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The Health Care Stock Fund With An Ulterior Motive
Virologist Michael Taylor does volunteer work helping cancer patients. His task: picking medical stocks.
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Navigating Family Business Conflicts: Insights From The Kwek Dynasty
By anticipating potential adversarial cycles, advisors can foster collaboration and innovation, ensuring long-term stability and success.
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The Oil Patch Secret Landman Revealed: Why Your Next Investment Lies Underground
Historically, however, mineral and royalty investments have not been easily accessible to those outside of the oil and gas industry.
ByFred Hubler,
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Two Popular Retirement Myths And How They Can Hurt Retirement Security
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them.
ByBob Carlson,
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The Nasdaq 100 Big Caps’ Big Price Drops: Apple, Meta, Nvidia And Tesla
It’s not a good mix, according to investors who have shown their dislike by selling the shares of these well-known names.
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Earnings Season Kicks Into Gear While Tariffs Dominate Markets
With the policy overhang, earnings guidance will be closely watched during the second busiest week. Markets are likely to be dominated by earnings and tariff news.
ByBill Stone,
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Medicare Advantage Plans Receive Some Breaks For 2026
Medicare Advantage plans might not have to make drastic changes again in 2026 thanks to a reversal in government policy proposals.
ByBob Carlson,
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S&P 500, Nasdaq 100, Russell 2000: The Trends, The Support Levels
This is clear because the price is trading below both the 50-day and the 200-day moving averages.
ByJohn Navin,
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Budgeting Vs. Accounting: Finding The Right Approach In Retirement
Managing finances in retirement is about more than just having enough savings—it’s about knowing how to spend wisely.
ByAndrew Rosen,
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Here Are Some Financial Moves That Can Ease The Pain Of Market Declines
Instead of worrying or listening to talking heads, investors should consider responding to a market decline with one or more of these strategies.
ByBob Carlson,
Senior Contributor
Silver Stocks And Silver ETF: Why The Price Charts Are Worth A Look
Investors concerned with inflation are finding it and buying the stocks that mine it.
ByJohn Navin,
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Trump Tax Proposals And The Future Of Estate Planning
The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively plan for changes such as estate tax repeal or modification, to preserve wealth and legacy amidst legislative uncertainty.
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Are Stocks And Yields Signaling Something Sinister?
The factors behind the rise in yields during the stock decline early last week are examined. Stock returns following historic one-day gains provide insights.
ByBill Stone,
Contributor
Gold Stocks Blast Off As Dollar Drops: 4 Low P/E Miners Hit New Highs
These four gold mining stocks are soaring to new highs as investors look for alternatives to the dollar dropping and U.S. government bonds sliding.
ByJohn Navin,
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Market Whiplash: Should You Sell Stocks Amid Trump’s Tariff Uncertainty?
Worried about the effects of Trump's tariffs on your portfolio? Don't panic. Learn why wild swings are normal and the 3 crucial steps smart investors are taking now.
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4 Artificial Intelligence Stocks Bounce But Remain In Down Trends
Those days are likely over as the price charts show evidence of a trend downward for these AI stocks despite this week’s bounce.
ByJohn Navin,
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Smart Inheritance Planning: Retirees’ Guide To A Stress-Free Legacy
As a retiree or pre-retiree, now is the perfect time to ensure your legacy is a blessing—not a burden.
ByAndrew Rosen,
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