March 29, 2024
Investment

LBMC Investment Advisors’ Greg Herman Named Barron’s Top

Nashville, TN, March 28, 2024 (GLOBE NEWSWIRE) — LBMC Investment Advisors*, a Registered Investment Advisory firm with $1,900,000,000 in Assets Under Management, proudly announces that Managing Partner Greg Herman has been named a 2024 Barron’s Top 1,200 Financial Advisor**. This is the fourth consecutive year Herman has ranked in the Top 15 Advisors for Tennessee

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Funds

These Mutual Funds Target Seniors Worried About Outliving Their Savings

Figuring out how much you can safely spend each year is an especially fraught question for retirees worried about outliving their savings. Life span and health status are variables no one can plan for. Despite saving consistently and investing diligently over a lifetime, retiring into a market downturn or unexpectedly needing expensive medical treatment can

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Funds

Retired Investors Can Benefit From Actively Managed Funds. It’s All in the Timing.

Many advisors are turning away from mutual funds in favor of exchange-traded funds and separately managed accounts to build client portfolios. But not Jeff Leonard, founder and managing partner of Leonard & Martens, a 25-year-old Anchorage, Alaska, practice under the Raymond James umbrella with $1.2 billion in assets under management. Leonard has tried SMAs and

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Investment

Investing in a single financial instrument is risky, says Mukesh Kochar of AUM Capital

One should properly diversify the portfolio, but over or under-diversification will not work. Reasonable diversification is important, says Mukesh Kochar, National Head of Wealth, AUM Capital. In an interview with MintGenie, Kochar said that investors must refrain from investing in a sole financial instrument or those of the same kind of instruments, as putting all

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Investors

Investors below 35 most financially savvy, says report

Individuals aged 26-35 exhibit the highest intention to invest in health and life insurance, fixed deposits and mutual funds in the next year, indicating a proactive approach towards financial planning. This was revealed in a study titled ICICI Lombard’s report on emerging trends in health insurance with focus on taxation benefit. At the same time,

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Investment

21% of Singapore NRIs are influenced by global trends in investments, survey reveals

The investment landscape in India offers an enticing opportunity for non-resident Indians (NRIs) looking to diversify their portfolios. This is because NRIs can choose from a diverse array of options, ranging from conventional choices like real estate and equities to modern avenues such as startups and angel investing, allowing them to align with their risk

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Finance

10 essential rules of personal finance that you should follow

Personal finance is the art of managing one’s money to achieve financial goals and maintain financial well-being. It involves budgeting, saving, investing, and making informed decisions about income and expenses. Essential aspects include creating a budget to allocate funds wisely, establishing an emergency fund for unforeseen circumstances, and strategically managing debt. Insurance and retirement planning

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Finance

Macy’s rejects Arkhouse’s $5.8 billion bid, citing financing concerns

A Macy’s store is seen at Herald Square on December 11, 2023 in New York City.  Michael M. Santiago | Getty Images Macy’s on Sunday rejected Arkhouse Management and partner Brigade Capital Management’s $5.8 billion proposal to take the department store operator private, citing concerns over deal financing and valuation. Arkhouse Management, a real-estate-focused investing firm, and Brigade Capital Management, a global asset

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Investors

Unlock the formula: Dos and don’ts for new investors in 2024

Investing in the ever-evolving financial landscape can be both thrilling and daunting, especially for new investors stepping into the arena in the dawn of 2024. In today’s digital era, people need to be cautious about unsolicited agents and unauthorised social media handles that spread misleading financial information. They target individuals looking for quick and significant

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