Retiree Insights 2018 Survey Results and Important Information from T. Rowe Price The Retiree Insights 2018 Survey of Consumers Ages 50–59, conducted by Greenwald & Associates/The Diversified Services Group, has revealed some interesting findings about the financial planning habits of individuals in this age group. According to the survey, many individuals in the 50–59 age…
Rafferty Asset Management LLC Acquires 9,010 Shares of Ventas, Inc. (NYSE:VTR)
Ventas, Inc. (NYSE:VTR) Stake Increased by Rafferty Asset Management LLC Rafferty Asset Management LLC Increases Stake in Ventas, Inc. (NYSE:VTR) Rafferty Asset Management LLC has recently increased its stake in Ventas, Inc. by 20.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm now owns 53,964 shares…
Sumeet Bagadia’s Top Stock Picks for Monday – June 10: Buy or Sell?
Stock Recommendations for Monday — June 10 The Indian stock market witnessed a significant surge on Friday, with both the Sensex and Nifty 50 reaching new highs. The Nifty 50 closed up 2.05% at 23,290.15 points, while the Sensex rose 2.16% to 76,693.36. This positive momentum comes after the general elections, where Narendra Modi’s alliance…
Comparison of Bank of America (NYSE:BAC) and First Bancorp (NASDAQ:FNLC)
Comparing Bank of America (BAC) and First Bancorp (FNLC) – Which Stock is Superior? Bank of America (NYSE:BAC) and First Bancorp (NASDAQ:FNLC) are two finance companies that are currently being compared based on various factors. In terms of earnings and valuation, Bank of America has higher revenue and earnings compared to First Bancorp. However, First…
Financial Freedom for Mom: 5 Tips for a Happy Mother’s Day 2024
Financial Tips for Mothers: Securing Your Family’s Future Mothers are often the backbone of the family, juggling multiple responsibilities and ensuring the well-being of their loved ones. However, one aspect that is often overlooked in the journey of motherhood is financial planning. With the changing dynamics of modern families, it is essential for mothers to…
Determining the Right Amount of Life Insurance – Forbes Advisor
Calculating Your Life Insurance Needs: Methods and Tips Life insurance is an essential financial tool that provides peace of mind and financial security for your loved ones in the event of your passing. However, determining the right amount of life insurance coverage can be a daunting task. Factors such as savings, debts, income, and family…
Parallel Advisors LLC reduces investment in Gladstone Commercial Co. (NASDAQ:GOOD)
Gladstone Commercial Co. (NASDAQ:GOOD) Stock Analysis and Performance Gladstone Commercial Co. (NASDAQ: GOOD) has been making waves in the investment world, with Parallel Advisors LLC recently lowering its position in the company by 28.6% in the fourth quarter. The fund sold 989 shares, bringing its total holdings to 2,470 shares worth $33,000. Other large investors…
Itron (ITRI) and VODA.ai Introduce New Pipe Asset Management Solution
Itron Inc Partners with VODA.ai to Revolutionize Pipe Asset Management Solution Itron Inc Partners with VODA.ai to Revolutionize Water Pipe Asset Management In a groundbreaking move, Itron Inc (ITRI) has announced a partnership with VODA.ai to introduce Pipe Asset Management, a cutting-edge solution designed to identify and predict critical pipe assets that require replacement, rehabilitation,…
Sydney Ex-Adviser Accused of Dishonest Behavior
Former Sydney Financial Adviser, David Valvo, Charged with 12 Counts of Dishonest Conduct in Court Former Sydney financial adviser, David Valvo, is facing serious charges of dishonest conduct in court. Valvo appeared before Downing Centre Local Court on 2 April 2024, where he was charged with 12 counts of engaging in dishonest conduct while operating…
The Evolution of the Financial Adviser’s Role in the Twin Cities
The Evolution of Financial Advising: A Comprehensive Look at the Changing Landscape The Evolution of Financial Advising: From Stock Picks to Holistic Planning The world of financial advising has undergone a significant transformation over the past few decades. Gone are the days when advisers focused solely on picking stocks and beating the market. Today, the…