What’s in a custodian’s name? When you’re an advisor working with upper-high-net-worth clients considering a move to independence, it may mean more than people traditionally think. Nate Lenz, CEO of Concurrent, said his firm’s decision to add Goldman Sachs as a custody option has been a draw for some captive advisors looking to move into…
Despite soaring housing costs, younger buyers are finding a way in. Here’s how.
The IRS added an online option on its mobile-friendly forms page last week for individual taxpayers to electronically file Form 843, Claim for Refund and Request for Abatement, for protective refund claims related to the Kwong decision before a Friday deadline. Kwong court decision In Kwong, 179 Fed. Cl. 382 (2025), the Court of Federal Claims…
Some on Wall Street see an increasing likelihood that Elon Musk’s two biggest companies will combine.
You don’t need a major renovation (or even a big budget) to make your home feel more stylish and pulled together. Some of my favorite home updates cost less than $50 and several are totally free! Whether you want to refresh a room, add organization to make it function better, or simply give your home…
As you may have noticed, things look different around here! Turns out, there’ve been some advancements in web design in the nine years since I started Frugalwoods. No one will be surprised to hear that the old website was looking a bit, well, old. And so, I hired an incredible designer who created a brand…
26-00131.pdf Anonymous (not verified) Mon, 07/06/2026 – 18:50 Case ID 26-00131 Forum FINRA Document Type Award Claimants Jerry Shi Respondents Robinhood Securities, LLC Neutrals Thomas P. Valenti Hearing Site Chicago, IL Award Document 26-00131.pdf Documentum DocID 073ae551 Award Date Official Mon, 07/06/2026 – 12:00 Related Content Off Claimant Representatives Jerry Shi Respondent Representatives Dominick F….
Hightower Advisors, the Chicago-based registered investment advisor with more than $350 billion in client assets, has added three firms, Private Vista, Hightower Great Lakes and The McGuirk & De Nevi Group, to Hightower Signature Wealth, the branded W-2 channel it launched in October. The three practices bring about $5 billion in combined assets under management,…
Smash Burger Tacos are juicy, crispy, cheesy, and loaded with fresh toppings—an easy weeknight dinner everyone will love. If taco night and burger night had a baby, this would be it… and honestly, it might be better than both. What Are Smash Burgers? Smash burgers are made by pressing a ball of ground beef onto…
Most of us take the safe road. We go to college, get a job, and spend the next 30 years hoping our employer doesn’t one day decide we’re suddenly redundant. I know this path well because I walked it for 13 years before I finally worked up the nerve to do my own thing in…
