Evensky Katz News Today : Breaking News, Live Updates & Top Stories | Vimarsana

If you have a will or trust, congratulations. But you’re not done with estate planning.

The board of directors of the Coral Gables Community Foundation has welcomed Michael Walsh as its chair for 2024 and 2025. Walsh has served as chair-elect since he was voted to the position at the close of 2021 and he has served in leadership roles on the board of directors since being elected to join

EverSource Wealth Advisors LLC cut its holdings in shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 5.3% in the 3rd quarter, Holdings Channel reports. The firm owned 7,039 shares of the company’s stock after selling 395 shares during the period. EverSource Wealth Advisors LLC’s holdings in SPDR Nuveen […]

Berger Financial Group Inc boosted its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 34.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,825 shares of the company’s stock after purchasing an additional 2,531 […]

Cook Wealth Management Group LLC increased its position in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 22.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 333,856 shares of the company’s stock after acquiring an additional 60,674 shares […]