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    Financial Planning and Goals

    Raymond James loses execs to Osaic, Equity; Wells FinNet adds $700M

    By awais.host01December 19, 20250

    Shannon Reid, formerly of Raymond James, who will be president and head of advisor growth and engagement at Osaic. Two…

    Investment and Wealth Building

    CPI Inflation Drops to 2.7% in November, Stocks Jump

    By awais.host01December 19, 20250

    After skipping a month due to the federal government shutdown, the Consumer Price Index (CPI) was released for November, showing…

    Financial Planning and Goals

    Treasuries Gain as US Inflation Data Bolsters Fed-Cut Bets

    By awais.host01December 19, 20250

    Treasuries gained across the curve as softer-than-forecast US inflation data led traders to step up bets that the Federal Reserve…

    Financial Planning and Goals

    Day 7: Accelerate Debt Payoff

    By awais.host01December 19, 20250

    Pamela de la Fuente leads NerdWallet’s consumer credit and debt team. Her team covers credit scores, credit reports, identity protection…

    Investment and Wealth Building

    How to Build a Portfolio in Three Time Zones Without Leaving Home

    By awais.host01December 19, 20250

    In This Article This article is presented by Rent To Retirement. When I bought my first rental property, I thought…

    Financial Planning and Goals

    Are T-Mobile’s Prepaid Perks a Home Run or a Strikeout?

    By awais.host01December 19, 20250

    ’Tis the season for phone upgrades. Holiday deals on smartphones and wireless plans make this a natural time to reassess…

    Investment and Wealth Building

    Putin to talk of war and peace at marathon news conference

    By awais.host01December 19, 20250

    Putin to talk of war and peace at marathon news conference

    Financial Planning and Goals

    How asset location fuels financial advisors’ value to clients

    By awais.host01December 19, 20250

    Financial advisors’ basic asset location services are “one of the most powerful, yet often underutilized” strategies in portfolio management, a…

    Investment and Wealth Building

    AI Insights: Getting Plugged In with Cable Giant Amphenol

    By awais.host01December 19, 20250

    This week’s AI Insights recommendation is lesser-known cable manufacturer Amphenol (NYSE: APH). You’ll be forgiven if you’ve never heard of…

    Financial Planning and Goals

    Zillow Home Value Index: "Real" Home Values Edge Higher

    By awais.host01December 19, 20250

    Home values continued to trend higher in November, according to the Zillow Home Value Index. Even after adjusting for inflation,…

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