Even the super-wealthy have some investing regrets. Some 27% of investors with at least $1 million in net worth said their No. 1 investing mistake before working with a financial adviser was a failure to diversify their portfolios properly, according to a survey of 652 clients of the financial advisory firm deVere Group in the U.S., U.K., Asia, Africa and Europe.
https://www.youtube.com/watch?v=yGKGpM95LqAJoe Bert (The Oracle of Orlando®) Discusses the sweeping tariffs enacted by President Donald Trump…
Speaker 1 (00:00): Financial planning and investment management services provided through Certified Advisory Corp cac,…
The Social Security Administration (SSA) is transitioning to a new login platform to enhance security and…
It seems like every news cycle includes an article about how the Social Security trust…
Investing based on the outcome of an upcoming presidential election is a bit like deciding…
We are delighted to announce the latest addition to our team of 15 CFP® professionals…
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