Manage Wealth

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Three investment biases you should avoid to meet your financial goals

Moneycontrol 11 Jul 2020

EVP.Edelweiss Wealth Management ... However, when it comes to investments, this bias makes you adopt a myopic approach, which can be detrimental to long-term wealth creation ... The author is Head of Personal Wealth Advisory at Edelweiss Wealth Management.Disclaimer ... or its management....

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McDowell: Avoiding the pandemic panic urge

Dothan Eagle 11 Jul 2020

As a wealth manager, I often attempt to guide a surviving spouse through the financial aftermath following the death of a partner ... McDowell, ChFC®, AIF®, author of the syndicated economic column “Arbor Outlook,” is the founder of Arbor Wealth Management, LLC, ......

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Goodbody loses a second suitor as Bank of China deal falls through

The Irish Times 11 Jul 2020

Goodbody Stockbrokers’ managing director, Roy Barrett, has seen his ... A second sale attempt last year drew a decent level of interest, but most – like shortlisted bidders Davy, Goodbody’s larger rival, and Irish Life – were really only after the wealth management part of Goodbody....

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Stocks rally at close of shaky week for economy

Omaha World-Herald 11 Jul 2020

"So, for the first time in a lot of days we're seeing smaller caps outperform," said Bob Shea, CEO of TrimTabs Asset Management ... "We are dealing with an unprecedented time economically," said Katerina Simonetti, senior portfolio manager at UBS Private Wealth Management....

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Looking for 'moat' to pick stocks? Pat Dorsey tells you how to find it

The Times of India 11 Jul 2020

Ace investor Pat Dorsey says investors should target 10 to 15 moated businesses that can compound at high rates over time and make long-term investment in them to create major wealth. Dorsey is the Founder of the Chicago-based Dorsey Asset Management and is a former director of Equity Research at Morningstar....

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People on the move: July 12, 2020

The Philadelphia Tribune 11 Jul 2020

Dale will retain her current role as market president for AmeriHealth Caritas District of Columbia, the largest Medicaid managed care organization in Washington, D.C ... has named Nicole Pullen Ross as its regional head of the bank’s private wealth management arm in New York....

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Shaky week ends positive as market drives higher

Arkansas Online 11 Jul 2020

"So for the first time in a lot of days we're seeing smaller caps outperform," said Bob Shea, chief executive officer of TrimTabs Asset Management ... "We are dealing with an unprecedented time economically," said Katerina Simonetti, senior portfolio manager at UBS Private Wealth Management....

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What Are the Best Robo-Advisors in Canada?

Canada Dot Com 11 Jul 2020

A portfolio focusing on equities will allow you to grow your wealth quicker, but you’ll face a greater risk of losing money ... Using a robo-advisor is just as secure as hiring a human being to manage your investments ... This is the robo-advisor offered by Questrade Wealth Management, the largest independent brokerage firm in Canada....

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Stocks rally as optimism returns

Times Union 11 Jul 2020

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3 reasons we could see another stock market crash in 2020

The Motley Fool 11 Jul 2020

Here are three reasons why. Valuations are high ... Stocks remain the best asset class for building long-term wealth. However, I do think it’s worth thinking about risk management right now ... They think it’s offering an incredible opportunity to grow your wealth over the long term – at its current price – regardless of what happens in the wider market ... ....

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Wall Street rallies as optimism returns to cap erratic week

The Roseburg News-Review 11 Jul 2020

“So, for the first time in a lot of days we’re seeing smaller caps outperform,” said Bob Shea, CEO of TrimTabs Asset Management ... “We are dealing with an unprecedented time economically,” said Katerina Simonetti, senior portfolio manager at UBS Private Wealth Management....

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Boulder hires Joseph Lipari as first independent police monitor in overhauled officer oversight system

Daily Camera 11 Jul 2020

“We are so fortunate to have someone with Joe’s caliber taking on the role as our first independent police monitor,” Boulder City Manager Jane Brautigam stated in the release. “He brings a wealth of experience, both in academics and in frontlines oversight roles in two different states....

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Wall Street rises on Gilead analysis

Taipei Times 11 Jul 2020

Rob Haworth, senior investment strategist at US Bank Wealth Management in Seattle, said there was a rotation “from winners into laggards” in Friday’s trading, with the earnings period around the corner ... investment strategist for Allianz Investment Management LLC in Minneapolis....