Page 2 - Schulz Wealth News Today

Schulz Wealth LTD. purchased a new stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 356 shares of the retailer’s stock, valued at approximately $235,000. A number of other institutional investors and hedge funds also […]

Schulz Wealth LTD. purchased a new stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 2,140 shares of the company’s stock, valued at approximately $338,000. Several other large investors have also […]

Schulz Wealth LTD. purchased a new stake in Okta, Inc. (NASDAQ:OKTA – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 2,284 shares of the company’s stock, valued at approximately $207,000. Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Bank of Nova Scotia […]

Schulz Wealth LTD. purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 1,821 shares of the company’s stock, valued at approximately $432,000. Other hedge funds and other institutional investors also […]

Bank of America downgraded shares of Duke Energy (NYSE:DUK – Free Report) from a buy rating to a neutral rating in a research report report published on Monday, MarketBeat reports. The brokerage currently has $96.00 price target on the utilities provider’s stock, down from their prior price target of $105.00. DUK has been the subject […]

As Charles Schwab faces the migration of TD Ameritrade customers over Labor Day weekend, the company has faced other pressure.

Here's how to maximize the Social Security benefits you receive and minimize the taxes you pay on them when you are in retirement.

May 10, 2021 Buffered ETFs, which promise investors some downside protection when markets fall, have been around for a few years now. Also known as defined outcome or structured outcome ETFs, these funds experienced a real-world test in the first quarter of 2020, when the coronavirus pandemic slammed markets and shuttered the global economy. Financial advisors who used these ETFs at the time say they worked exactly as the advisors expected, allowing them to re-assure skittish clients during t...