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Trump sued over Truth Social advance access sale
President Donald Trump was sued on Wednesday by a media outlet and a non-profit group seeking to block a controversial new service that sells advance notifications of his posts on Truth Social. The lawsuit, filed in U.S. District Court in Manhattan, notes that Trump’s posts on his own social media site often move financial markets…
Wealth Management Invest: How Advisors Use Model Portfolios
In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating…
The Power of Self-Cleansing – JLCollinsnh
Photo by Andrew Keymaster on Unsplash Earlier this year I was getting a flood of concern over how dominate the tech/AI sector had become in the S&P 500, and by extension a total market ETF like VTI. In The Simple Path to Wealth May 26th newsletter, I addressed this question: Q: Given the top…
A Kauai Beachfront Resort You Can Book With Marriott
I’ve visited Hawaii more than a dozen times, and the Sheraton Kauai Coconut Beach Resort is one of my favorite hotels in the state. Located in Kapa’a on Kauai’s East Side, the property’s vibes are relaxed, and it’s elegant without being over the top. You can borrow the hotel’s bikes for beachside rides, come back…
Recordkeepers Prioritize PEPs to Spur Growth
More than 50,000 employers in the U.S. have joined a pooled employer plan, creating opportunities for recordkeepers to grow their businesses and differentiate their organizations in the retirement plan marketplace, according to new data from Cerulli. PEPs first launched 5.5 years ago after being authorized in the Setting Every Community Up for Retirement Enhancement Act…
