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The S&P 500 Index ($SPX) (SPY) today is up +1.13%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +1.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.21%. September E-mini S&P futures (ESU26) are up +1.20%, and September E-mini Nasdaq futures (NQU26) are up +2.30%. Stock indices are climbing today, with the S&P 500 and Dow Jones…
Highly appreciated stock can mean a big capital gains tax bill for the owner. Processing Content But advisors with philanthropic clients can avoid some capital gains taxes by donating highly appreciated stock to charity. The strategy can also create charitable deductions, but with the increased standard deduction, fewer taxpayers find it advantageous to itemize on…
Valley Financial Group, an independent wealth management practice based in Pennsylvania, is set to be acquired by Hightower Signature Wealth, Hightower’s fully integrated national wealth management practice. Financial terms of the deal remain undisclosed. Access deeper industry intelligence Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise. Find out more…
Harbor Capital is an asset manager focused on curating an intentionally select suite of active ETFs that they believe have the potential to produce compelling, risk-adjusted returns within a portfolio. Note: This account is not managed or monitored by Harbor Capital, and any messages sent via Seeking Alpha will not receive a response. For inquiries…
“If I’m an investor looking at all these considerations and I’m an advisor recommending what my client should do, where am I making a recommendation? Well, you might want to consider the country of origin or where it’s listed. Then you factor in all the disparate regulators that we have and all the fees and…
As part of the acquisition, the Park Ridge Financial team will move into Maridea’s current Chicago office. Credit: Rei Imagine/ Shutterstock.com. Maridea Wealth Management has acquired advisory business Park Ridge Financial, expanding its presence in the Chicago. Financial terms of the deal remain undisclosed. Access deeper industry intelligence Experience unmatched clarity with a single platform…