25-02324.pdf
Anonymous (not verified)
Aspen Standard Wealth, a New York-based holding company that takes majority stakes in registered investment advisors, has acquired a wealth manager based in Kalamazoo, Mich., managing $1.3 billion in client assets across the United States. CWS Financial Advisors, which dates back to 1983, will join the Aspen platform while maintaining its fee-only, RIA structure, the…
As conversations among financial advisors increasingly focus on volatility and whether the market is in an artificial intelligence bubble, executives at Vanguard have some reassuring news. The company forecasts 2.3% U.S. GDP growth in 2026 and 3% growth in 2027, largely driven by the continued evolution and investment in AI technology. Vanguard researchers estimate that…
Shares of Taco Bell parent Yum Brands were down nearly 4% on Tuesday.
Gigi the dog A question I’ve been getting a lot lately: “What happened to your dog???” I get this question via email, through blog comments, on Instagram, Facebook and in person. It’s taken me awhile to put together my response because it’s a painful one. But today, I’m ready to share. The Tail of Genevieve…
The Massachusetts Appeals Court’s recent decision in Fern v. Baker provides important guidance on interpreting the scope of authority under a durable power of attorney, particularly when agents engage in self-interested transactions. The case underscores the breadth of authority that may be conferred through gifting provisions, the importance of interpreting such provisions to effectuate the…
A live feed shows SpaceX CEO Elon Musk on the day of SpaceX’s initial public offering (IPO) at the Nasdaq MarketSite, in New York City, U.S., June 12, 2026. Jeenah Moon | Reuters Short sellers are rapidly increasing their bets against SpaceX, driving bearish positioning to nearly one-third of the company’s public float as the…