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Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days
The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.
15 Tips To Help Your Clients Save Money
Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)
Disclaimer
Kimberly Foss is a CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors practicing in the Sacramento Valley area. The opinions expressed by the author are...
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Demand for Advisor Services Soars, Annual Industry Survey Reveals
The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
Washington State’s LTC Program May Get Nixed
In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
IRS Accepting Applications for Tax Preparation Program Grants
Participating organizations provide free tax counseling to seniors and underserved communities.
Lawsuit Over Wall Street’s ‘Fearless Girl’ is Settled
State Street installed the "Fearless Girl" statue in Manhattan's financial district in March 2017 shortly before International Women's Day.
State Health Plans Must Cover Gender-Affirming Surgery, Appeals Court Rules
Health insurance plans run by U.S. states must cover gender-affirming surgeries for transgender people, a U.S. appeals court ruled.
Lawsuit Against Citi Details ‘Pervasive’ Sexual Harassment
A Citigroup managing director said the bank failed to protect her from a supervisor's violent threats and abuse.
Stress Is Mounting for Working Women: Deloitte
Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.