Financial services
William Floyd has joined Wedbush Securities' Wealth Management division as a Financial Consultant, bringing over a decade of experience in marketing and finance. Floyd will report to the Dallas, TX office, continuing the firm's expansion in the area. Prior to joining Wedbush, Floyd served as Assistant Vice
Financial services
A growing trend called loud budgeting is challenging the taboo surrounding personal finances, encouraging open and honest conversations about money with friends and family. Loud budgeting is about being transparent about one's financial decisions and priorities, rather than trying to keep up with others. Financial planner Zoe Brett
Financial services
Volatility is a natural part of the investment journey, but recent months have seen some historic fluctuations. The S&P 500 fell by 20% before recovering to hit new highs, while the Volatility Index (VIX) reached 82.7% in March 2020 and 80.9% in 2008. Despite the dramatic
Financial services
Brodie Everist, a renowned financial advisor, highlights the pressing issue of clients seeking financial planning at a late stage in their lives. Bec Dillon-Hensby, a 33-year-old financial planner, shares her extensive experience working with clients in their late 50s and early 60s, who often express regret over not starting financial
Financial services
As Malaysians strive for a successful and graceful aging process, experts have emphasized the importance of planning early and having a "Plan B" in place to ensure financial security and well-being. Speaking at the "Twilight Talks" forum organized by the Bar Council's MyBar Ageing
Financial services
The European Union and the United States have reached a long-anticipated trade agreement, imposing a 15% tariff baseline on the majority of European exports to the US. While this deal avoids the previously threatened 30-50% tariffs on EU goods, it marks a significant rise from pre-2025 levels of just 1-2%
Financial services
Sen. Ron Wyden, the ranking member of the Senate Finance Committee, has launched a probe into the IRS's failure to investigate the highly lucrative tax planning work of convicted sex trafficker Jeffrey Epstein. Wyden's investigation, which is ongoing, has uncovered evidence that Epstein was paid hundreds
Financial services
The Liberal government's proposal to lower the minimum RRIF withdrawal by 25 per cent for one year may seem like a tax break for retirees, but some financial planners warn that it could actually increase taxes for those who need to withdraw more than the minimum to cover
Financial services
Ray Dunlap Jr. is a respected financial adviser with a career spanning over 40 years in the financial services industry. Through his dedication and commitment to his clients, he has built a reputation for exceptional service and impressive results. Dunlap's career trajectory has been marked by significant milestones,
Financial services
As financial planners and advisors work with clients to manage their finances, creating a budget can be an effective starting point, but sometimes, even with the best planning, clients may fall short of their goals. This is often due to the tendency to inaccurately estimate discretionary spending. Stephanie Holmes-Winton, founder
Financial services
Crusonia Wealth Advisors, a Denver-based independent Registered Investment Advisor (RIA), has expanded its team with the addition of Collin Schmidt as Partner and Senior Wealth Advisor. Schmidt, a Certified Financial Planner (CFP), brings over a decade of experience in financial planning, investment management, and tax planning, serving a diverse range
Financial services
The University of California Polytechnic State University (Cal Poly) has made significant strides in its finance program, with the Orfalea College of Business's financial management concentration being named a Certified Financial Planner-registered program by the CFP Board of Standards Inc. This esteemed designation provides Cal Poly graduates with
