[ad_1] If you’re trying to prep for retirement, Tom Zgainer, CEO of America’s Best 401(k), has some advice. If you’re looking to retire by the end of 2019, or sooner, here’s what Zgainer says you should be thinking about: Well they gotta be thinking of, are they exiting out their work for good? Are they […]
This author has yet to write their bio.Meanwhile lets just say that we are proud CapitalGrowth contributed a whooping 10936 entries.
Entries by CapitalGrowth
[ad_1] JGP Wealth Management LLC trimmed its holdings in shares of Waste Management, Inc. (NYSE:WM) by 1.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,411 shares of the business services provider’s stock after selling 163 shares during the period. JGP Wealth Management LLC’s holdings […]
[ad_1] Great-West Life & Annuity Insurance Company (GWL&A) has reached an agreement to sell through reinsurance substantially all of its individual life … [ad_2] Source link
[ad_1] Highwater Wealth Management LLC bought a new position in U.S. Bancorp (NYSE:USB) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 2,538 shares of the financial services provider’s stock, valued at approximately $134,000. A number of other institutional investors and hedge funds have […]
[ad_1] Great-West Life & Annuity Insurance Company (GWL&A) has reached an agreement to sell through reinsurance substantially all of its individual life insurance and annuity business to Protective Life Insurance Company, the primary subsidiary of Protective Life Corporation (Protective). The business to be transferred, which is marketed under the Great-West Financial brand, includes bank-owned and […]
[ad_1] Altium Wealth Management LLC raised its position in VANGUARD S&P 500 VALUE ETF (BMV:VOOV) by 304.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 190,053 shares of the company’s stock after acquiring an additional 143,007 shares during the period. VANGUARD S&P 500 VALUE ETF makes up […]
[ad_1] Photograph by Miguel Pires da Rosa Text size Whether you’re part of the RIA part of the industry or not, the breathless consolidation happening there—2018 was the fifth straight year that a new record was set for M&A activity—is worth watching. For this week’s Q&A, Barron’s Advisor sat down with an authority on the […]
[ad_1] CMH Wealth Management LLC lessened its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 2.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,482 shares of the exchange traded fund’s stock after selling 930 shares during the […]
[ad_1] One of the hotter deals in the Orlando real-estate market is open only to people age 62 and older and comes with the guarantee of a nursing home bed should you need it. As baby boomers age and seniors continue to retire to Florida, the state’s strong housing market has led to heightened demand […]
[ad_1] Years ago, I asked an advisor I was coaching: If you did everything you needed to do on a daily basis, what impact would it have on your income? His response? It would double. I then asked him to outline his perfect day, and he listed six activities, which I call “fixed daily activities.” […]
How Can We Help You?
It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity & transparency.
Contact Us Today
1355 North Main Street
Bountiful, Utah 84010