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James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of ...

and Managing Partner Michael Schaffer Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets. The first 100 days of President Donald Trump’s second ...

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Take, for example, the person who thinks they don’t have enough money to meet with a financial adviser. They could miss out on guidance that could help them better prepare for retirement.

(f) In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer?

(Looking for a financial adviser? You can use this free tool that can match you to a fiduciary adviser, from our partner SmartAsset, as well as resources like NAPFA and the CFP Board.) Put extra ...

It's not clear what value, if any, the GWG L bonds have. When the financial advisors sold the bonds, there was no viable secondary market for the product, making them nearly untradable.

should be given on a Supplemental Form 8 (Open Positions). Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in ...

NEW YORK — Cal­ley Means, a spe­cial White House em­ploy­ee and top ad­vi­sor to HHS Sec­re­tary Robert F. Kennedy Jr., ef­fec­tive­ly dared Roche to pull its … ...