Month: January 2024
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Beware of Impostors: MainStreet Financial Planning, Inc Sets the Record Straight
Beware of Impostors: MainStreet Financial Planning, Inc Sets the Record Straight Posted by on Jan 31, 2024 In the vast […]
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Fed Decision: Shifting Expectations toward Future Rate Cuts
The Federal Reserve’s monetary policy committee held the federal funds rate constant at a top target of 5.5% at […]
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At the Money: Forecasting Recessions
(January 31, 2024 ) Investors don’t like recessions. But how can they tell if one’s coming? There’s […]
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SJP to launch first national TV ad campaign
Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote […]
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Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to […]
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Progeny acquires HNW-focused Chartered Planner firm
Financial Planner and professional services firm Progeny has acquired HNW-focused Chartered financial advice firm Chartered Wealth Management, pushing Progeny’s assets under […]