Articles – Page 38 – MrPennyPros

Salesforce, RightCapital, And YCharts Launch Their Own New AI Capabilities (And More Of The Latest In Financial #AdvisorTech – July 2026)

Welcome to the July 2026 issue of Financial #AdvisorTech Latest News – where we look at the biggest news, announcements and key trends and developments coming to technology solutions for financial advisors around the world! This month’s issue begins with the news. Salesforce, RightCapital and YCharts have all launched their own new AI capabilities.From internal […]

There Is No Low-Tax Case for Tariffs

In a recent piece for The Wall Street Journalformer chairman of the Council of Economic Advisers at the White House Stephen Miran made the situation that Trump’s taxes are improving taxTaxes are mandatory payments or charges that local, state, and national governments collect from individuals or businesses to pay for general government services, goods, and […]

Dollar-Cost Averaging Removes Emotion From Investing

Advertiser Disclosure The credit card and bank offers featured on this site are from the credit card companies and banks that MoneyCrashers.com receives compensation for when a customer clicks on a link, accepts an application or opens an account. This compensation may affect how and where products appear on this site, including the order in […]

Savers Report Mixed Feelings with Retirement Confidence

In the face of multiple priorities, economic uncertainty and new technologies, more than half of Americans in a recent survey are confident they will be able to retire on time, while the other half remain skeptical. A new Thrivent survey released today shows that 58% of non-retirees feel confident they’ll have enough savings to see […]

Unicorn Stories Sell the Myth of Overnight Success — But Here Are the 5 Truths They Leave Out

Opinions expressed by Entrepreneur contributors are their own. Get the main Real momentum is quietly built through small, repeated wins long before the market notices, and most breakout companies are actually some version of a deep dive. Founders who last aren’t the ones who avoid setbacks—they’re the ones who can absorb a hit, learn from […]

Yes, Even Celebrities Have To Pay Their Attorneys

Ed. Note: Welcome to our daily feature Trivia Question of the Day! Which recording artist was recently sued by their former attorneys at Biglaw firm Gordon Rees Scully Mansukhani for unpaid six-figure legal bills from defending a copyright infringement case? Hint: The artist is an obvious Trump supporter, maybe they learned his “trick”. stiffening their […]

Economic activity expands, but consumers feel the squeeze

Economic activity is expanding, but consumers are feeling the pressure Skip to content © 2006-2026 HW Media, LLC. All rights reserved.Powered by WordPress VIP What’s new? Updated 7 hours ago Latest Source link

How one Veteran’s TBI recovery led her from coma to creative healing

TeleTBI helps veterans recover After high school, Pamela Nee joined the Air National Guard. She served 25 years in the 193rd Special Operations Wing, was deployed in Operation Desert Storm, and then worked as a federal technician. During her service, she survived a serious car accident that caused a traumatic brain injury (TBI). “I was […]

Retirement Plan Advisors Must Evolve Into Plan Architects

Technology and innovation will not replace a retirement planning advisor. Plan sponsors are changing their expectations of the advisor. That distinction is important. For a long time, the role of the retirement planning advisor was simple to describe: Assisting in service provider searches by leading a robust, documented fiduciary process and organizing the Retirement Committee. […]

Shultz Huber acquires Stroh Johnson

Shultz Huber & Associates, a CPA firm in northwest Ohio, has expanded in the state with the acquisition of Stroh, Johnson & Company, effective July 1. Administrative Matters Stroh Johnson, founded in 1979, is an accounting, auditing and tax firm. The deal adds three offices across Lima, Minn. and Wapakoneta, Ohio, to the team. Shultz […]

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