Zach Montague

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Retirement Dreams Delayed, Altered or Canceled for 40% of Pre-Retirees

Many no longer have faith in traditional rules of thumb of retirement planning, a Nationwide survey reveals.

From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns

A new analysis by BrokerChooser ranks the world's most successful celebrity investors.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.