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Your Money Matters: Retirement Goals Over 50

Your Money Matters: Retirement Goals Over 50
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Business-development
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Increased-contribution

Travis LeMonte named Director of Private Client Services of First Horizon Bank

Travis LeMonte named Director of Private Client Services of First Horizon Bank
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Texas
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What Your Bank Won't Tell You About Your Debit Card

Debit cards can be a good way to build strong spending habits, but they also carry substantial risks. Here's what you need to know if you're using a debit card regularly.

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Young
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How higher interest rates impact your investments: the good … and not-so-good

How higher interest rates impact your investments: the good … and not-so-good
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Aviso-wealth

Phoenix Wealth Advisors Raises Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Phoenix Wealth Advisors lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,665 shares of the information services provider’s stock after acquiring an additional 145 shares during the quarter. […]

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Burt Wealth Advisors Lowers Position in Exxon Mobil Co. (NYSE:XOM)

Burt Wealth Advisors lessened its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,925 shares of the oil and gas company’s stock after selling 100 shares during the quarter. Burt […]

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Wealth-management
Wells-fargo-company
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JPMorgan Chase & Co. (NYSE:JPM) Holdings Trimmed by Phoenix Wealth Advisors

Phoenix Wealth Advisors decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,474 shares of the financial services provider’s stock after selling 221 shares during the period. JPMorgan Chase & Co. […]

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Burt Wealth Advisors Buys 474 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)

Burt Wealth Advisors raised its stake in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,377 shares of the company’s stock after acquiring an additional 474 […]

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Westend-advisors
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Burt Wealth Advisors Sells 900 Shares of Palantir Technologies Inc. (NYSE:PLTR)

Burt Wealth Advisors lessened its stake in shares of Palantir Technologies Inc. (NYSE:PLTR – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 12,699 shares of the company’s stock after selling 900 shares during the period. Burt Wealth Advisors’ holdings in Palantir Technologies were […]

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