Financial-planning

In Lewis v. Commissioner, the U.S. Tax Court had to determine the value of the deemed gift made by two […]

Having spent much of my career in charitable planning, I already knew that donor-advised funds were growing in influence. But

Sweet Life Financial Planning Joins RFG Advisory RFG Advisory LLC has added an Indiana-based advisory team, Sweet Life Financial Planning, from

(Bloomberg) — UBS Group AG announced a new $3 billion share buyback program, aided by a quarter in which wealth

Whether you’re hoping to fly United Polaris to Europe or book a lie-flat seat on a Star Alliance partner like

Traders work after a Federal Open Market Committee (FOMC) meeting on the floor of the American Stock Exchange (AMEX) at

Google has updated its cloud storage policy for Android device backups. For existing users, the change will take effect 45

       Robert Almeida, Portfolio Manager and Global Investment Strategist at MFS Investments explains the rise of AI in

Pearce Financial Adds $143M to Osaic  Pearce Financial joined Osaic Inc. from Integrity Alliance LLC, bringing $143 million in client assets.   The Omaha, Nebraska-based, multigenerational family business is led by Advisers Kevin Pearce and Trent Pearce, a father-and-son team, alongside Planning Assistants Julie Pearce and Kara

I’ve visited Hawaii more than a dozen times, and the Sheraton Kauai Coconut Beach Resort is one of my favorite