May 19, 2025

wealth management

Funds

10 best and worst bond funds of the past 3 years

For many advisors, bond funds are necessary and effective for diversifying investment portfolios. High net worth investors can, and frequently do, use bond funds to obtain exposure to bond diversifying asset classes like mortgage-backed securities, high yield, floating rate, international and emerging markets, said Ryan Martin, vice president and portfolio manager at Rockland Trust in

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Investors

5 Investing Lessons From Warren Buffett’s Legendary Career

Warren Buffett’s famous quote, “be fearful when others are greedy and greedy when others are fearful,” inspired 26-year-old Natalie Fisher to start investing in the stock market in 2020. Fisher’s story isn’t unique. The Oracle of Omaha has been a role model for countless investors throughout his career, with fans regarding him as a father

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Banking

Robinhood unveils plans for new banking products

Photographer: Gabby Jones/Bloomberg The investment fintech Robinhood is expanding further into the financial services space with an announcement of several new products for the company’s Gold members.  Robinhood Banking, a new digital banking platform with both checking and savings accounts, was announced by the California-based trading app provider during a Robinhood Gold keynote event on

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Banking

Robinhood to offer wealth management and private banking for everyday investors

Listen to article Robinhood is stepping up its game in the financial services space, rolling out wealth management and private banking offerings aimed at retail investors with smaller portfolios. The move signals the trading platform’s ambition to shape user financial behavior beyond trading, offering tools traditionally reserved for high-net-worth clients. The company on Wednesday unveiled ‘Robinhood Strategies’, a

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Finance

A Simple Exercise To Maintain Financial Momentum In Uncertain Times

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if you have a good plan in place, educated apathy is generally the most profitable move. As the sage Warren Buffett reminds us, “The stock market is designed to transfer

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