Wealth Management

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Apr 25, 2025

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.

BySergei Klebnikov,

Forbes Staff

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Apr 24, 2025

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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Apr 24, 2025

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.

ByAndrew Rosen,

Contributor

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Apr 23, 2025

The Health Care Stock Fund With An Ulterior Motive

Virologist Michael Taylor does volunteer work helping cancer patients. His task: picking medical stocks.

ByWilliam Baldwin,

Senior Contributor

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Apr 22, 2025

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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Apr 22, 2025

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,

Contributor

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Apr 22, 2025

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,

Senior Contributor

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Apr 19, 2025

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.

ByJohn Navin,

Contributor

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Apr 19, 2025

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,

Contributor

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Apr 18, 2025

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,

Senior Contributor

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Apr 17, 2025

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,

Contributor

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Apr 17, 2025

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,

Contributor

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Apr 15, 2025

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

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Apr 15, 2025

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,

Contributor

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Apr 14, 2025

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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Apr 13, 2025

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

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Apr 11, 2025

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,

Contributor

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Apr 11, 2025

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.

ByJohn Jennings,

Contributor

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Apr 10, 2025

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,

Contributor

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Apr 10, 2025

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,

Contributor

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