Hi! How is your Thanksgiving planning going? We’ve covered a lot so far. Please click here if you are playing catch-up. Yesterday we covered some recipes you can make ahead to make Thanksgiving Day easier, but you can also do some of your prep ahead of time, too. One of our long-time friends of the…
Predicting which products and services will become mainstream in defined contribution plans is a tricky and at times life and death exercise. Firms use market research and focus groups to eliminate fringe or niche services but there are no guarantees. After over five years, it’s fair to ask the same questions about pooled employer plans,…
Legendary investor Stanley Druckenmiller sold 47,805 shares of Taiwan Semiconductor Manufacturing (TSM +0.46%) in the first quarter of 2026. After the sale, the stake was still worth $167 million at quarter-end, making it the third-largest holding in the Duquesne Family Office portfolio. Stanley Druckenmiller is worth watching. At Duquesne Capital Management from 1981 to 2010,…
Sammons Financial Group, an insurer and annuity seller that owns two registered investment advisors with assets exceeding $10 billion, announced a CEO transition in which its president will assume the top role at the start of 2027. On January 1, President Rob TeKolste will become CEO and Chairman of the Board as the current CEO…
Lakshmi3/Getty Images Weeds are a thorn in any gardener’s side, especially for those trying to shirk the commercial herbicides in favor of safe, natural control methods. Vinegar is well-known as a household DIY weed killer, but constant applications are time-consuming, especially if you have a lot of…
Cetera Financial Group has added iTP Partners and its registered investment adviser Blue Horizon Equity to its Blueprint RIA channel, the San Diego-based independent broker/dealer announced Tuesday. iTP Partners, which had formerly been with Cetera rival Osaic, will bring over about $3.5 billion in assets under administration and almost 50 financial advisors, according to the…
In May, the US government refunded just slightly more in customs duties than it collected. In June, it refunded more than twice what it collected. While small on their own, the net outflows illustrate a broader problem with President Trump’s tariffTariffs are taxes imposed by one country on goods imported from another country. Tariffs are…
00:00 the cander is really the service. But if the money isn’t compounding, you failed at your actual job and the relationship doesn’t pay for anyone’s retirement. So 00:08 service in the absence of returns is hospitality. Um, and we’re here to manage capital and manage outcomes for 00:15 our clients. [music] Hello and welcome to this special episode…
The National Association of State Boards of Accountancy announced changes to the leadership of its 2026–2027 board following the resignation of vice chair J. Coalter Baker, who stepped down to focus on his health. Processing Content J. Coalter Baker After Baker resigned, NASBA’s Nominating Committee reconvened to amend its previously approved slate of officers to…
A woman and a child walk past Iranian-made Zolfaghar missiles displayed at Azadi Square in Tehran on July 24, 2026. Afp | Getty Images President Donald Trump has warned that the latest round of negotiations with Iran is the “last chance” to bring an end to the five-month conflict. Trump told reporters in the Oval…
