‘I’m still confused’: I sold $80,000 in shares on June 30, so why didn’t I receive my dividend?
“To my surprise, the proceeds from the sale were credited to my money-market settlement fund.”
Financial-planning
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Retirement Industry People Moves – 7/24/2026
Daybright Financial Appoints Wes Gilbreath as Chief Financial Officer Wes Gilbreath joined Daybright Financial as chief financial officer, effective July 20.
CSA moves to make $50-million listed issuer financing exemption permanent
For advisors and dealers, the appeal is a wider field of smaller listed issuers turning to exempt offerings that retail
Should You Buy Individual Bonds?
Is the best way to invest in bonds to buy individual IOUs or shares in a bond fund? “We get
Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor
RFG Advisory Nears $9B in Client Assets With $100M Advisor From Farther RFG Advisory crossed $1.5 billion in recruited assets
Financial-planning
Student Loans 101: Ultimate Guide to Student Loans
By Jim Dahle, WCI Founder By Andrew Paulson, WCI Columnist <!– While it is entirely possible to finish an undergraduate
Construction Jobs’ Big Pay Raises Make Trades the ‘It’ Career in 2026
When it comes to salary boosts, the “it” career of the year is construction, a new survey shows. Construction job-changers
Financial-planning
QQQ vs. QQQM: What’s the Best NASDAQ 100 Index Fund?
EDITOR’S NOTE: Did you know that our White Coat Investors Facebook Group has more than 99,000 members? Or that the
Phil Palumbo on Making Work Optional and Exit Planning
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with guest Phil Palumbo, CEO/CIO of Palumbo Wealth Management and host of
Trump sued over new tariffs, experts say courts may scrap them
People watch as the Doris Ocean container ship departs from the Port of Los Angeles, in Los Angeles, May 28,