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Raymond James Financial Reports Fiscal Second Quarter of

ST. PETERSBURG, Fla., April 24, 2024 (GLOBE NEWSWIRE) -- Record client assets under administration of $1.45 trillion and record Private Client...

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Dangerous Markets Make the Case for Inverse ETFs

Single inverse ETFs may offer a way to attack a down market.

Nasdaq , Nvidia , Roundhill-magnificent-seven , Magnificent-seven , Last-week , Treasury-bond , Advisors-should , Proshares-short-nasdaq , Proshares-short-russell , Inverse-etfs , Inancial-advisors

4 Steps From a Financial Planner to Vet TikTok Financial Advice

Before following financial advice from an influencer, make sure they aren't being paid to give that advice — and check with the experts.

Instagram , Hazel-secco , Personal-finance , Inancial-planning , Inancial-advisors ,

Can AI help you invest? How online services like ChatGPT & Magnifi work

The boom in consumer-facing AI technology is providing investors with more services to assist in their investment decisions. Can ChatGPT and other online services help you invest?

Exchange-commission , Microsoft , Financial-planning , Ersonal-finance , Vergreenseo , Rtificial-intelligence , Inancial-advisors , Echnology , Rading , Ditorialevergreen , Inance

A 30-Year-Old Millionaire Changed the Way I Handle Money

Speaking to Grant Sabatier showed Kevin L. Matthews II that he'd been sacrificing too much of his pleasure now to build wealth for the future.

New-york , United-states , Oklahoma , College-gameday , Terms-of-service , Grant-sabatier , New-york-city , Personal-finance , Inancial-planning , Inancial-advisors ,

Crystal Capital Partners: alternatives in demand among financial advisors

The platform experienced an 18.62% increase in total assets under management in 2023, driven by both inflows from financial advisors and investment performance.

Steven-brod , Opalesque-industry-update , Capital-partners , Real-assets , Global-macro , Short-equity , Private-credit , Senior-partner , Chief-executive-officer , Chief-investment-officer , Crystal-capital-partners

Taxes don't have to be scary. Here are some tips ahead of the April 15 deadline

Now is a good time to gather records and familiarize yourself with tax filing changes for 2024.

United-states , Americans , Federal-reserve , Young , Child-tax-credit , Secure-act , Earned-income-tax-credit , Ammy-young , Hild-tax-credit , Inancial-advisors , Ualifying-child

Northwestern Mutual grant helps Empower House

Northwestern Mutual is celebrating the outstanding volunteerism of its financial professionals through its annual Community Service Awards program. This year, 16 financial advisors and representatives were recognized for their transformational impact on the communities they serve, totaling $25,000 in grants to nonprofits nationwide, according to a Thursday release. Davenport resident Tanner Peeler, financial planning specialist […]

Tanner-peeler , Steve-radke , Community-service , Northwestern-mutual-community-service , Aphasia-group , Northwestern-mutual-foundation , Community-service-award , Northwestern-mutual , Community-service-awards , Five-cities-financial , Service-award , Empower-house

Social Security Regrets: Why You Shouldn't Claim Your Benefits Early

For many Americans, Social Security is a crucial resource to help their golden years shine a little more brightly. Although you're eligible to start receiving benefits at 62 years old, many financial...

United-states , Americans , Alex-adekola , Sal-cocurullo , Lou-czerwinski , Allegiant-wealth-management , Social-security , True-tamplin , Finance-strategists , Investment-advisor , Ready-adjuster , Revenue-land

Spot Bitcoin ETFs Set Stage for Crypto Hedging

SpiderRock Advisors plans to launch options overlay strategy for financial advisors.

Chicago , Illinois , United-states , Dave-donnelly , Bitcoin-trust , Blackrock-inc , Greystone-bitcoin-trust , Rock-advisors , Shares-bitcoin-trust , Fidelity-wise-origin-bitcoin , Inancial-advisors , Ryptocurrency