Natera director Sheena’s trusts dispose of $7.0m in NTRA stock

Financial advisors can look to centers of influence like estate attorneys to find new clients, but there are additional, practical reasons for advisors to develop relationships with other professionals that have benefits to their clients. Processing Content Those relationships can help clients find trusted lawyers and can potentially be done in a way that saves…

As the investing truism goes, time in the market is better than timing the market. The spirit of this adage is that it’s generally better to sit tight and hold onto your investments rather than frequently buying and selling. It’s impossible to know, without the benefit of hindsight, whether you’re selling one of your top…

In the check-out line of your local grocery store, there’s a nearly one-in-three chance someone there has used an app like Klarna or Affirm to finance their purchase of produce, milk, and eggs at some point. Their use of buy now, pay later could mean your groceries are about to cost more, economists have found….

A home equity line of credit lets you borrow against the equity you’ve built at rates lower than personal loans or credit cards. Used for value-adding home improvements or consolidating high-interest debt, it can make sense. Never use it to fund lifestyle spending. That converts equity you own into debt secured by your home. Source

Renewable energy has become a major theme for forward-looking investors and several different niches within the energy sector are looking to enhance it. Water, wind and solar power are the biggest potential sources, all with their various pros and cons. But solar power is front and center in the renewable energy market thanks to the…

Top 25 Firm Ascend added Southwest Regional Leader Miller Grossbard Advisors, expanding its Texas footprint, effective Sept. 1. Processing Content MGA adds $18.7 million in revenue, seven partners and roughly 60 employees to Ascend’s platform. Its tax and advisory services business will operate as Miller Grossbard Advisors, and its attest services will operate as MGA…