Finance News
Estate Planning for Impulsive Entrepreneurs
It is important to distinguish between risky behavior and sub-optimal decision-making.
By NB
Feb 6, 2024
$165M New Jersey Advisor Joins Raymond James from UBS
Andrew Ober has worked in the industry for over 40 years, including a multi-decade stint at Merrill Lynch. He’s joining Raymond James' independent advisor channel.
By NB
Feb 6, 2024
Magnificent 7 Covered Call ETF Gets a Lukewarm Reception
The ETF is an attempt to ride the wave of the so-called Magnificent 7 tech stocks in a covered call ETF, which offers investors some tax benefits, but limits flexibility and upside, according to industry pros.
By NB
Feb 6, 2024