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News, trends and helpful peer advice for financial advisors.

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What to know about HSA and FSAs

September 20, 2023

Paying for health care can be challenging– but are you taking full advantage of all the resources available to you? In fact, you can carry your HSA with you all the way until retirement, when you can use the money to pay for qualified expenses that Medicare or Medicare Supplement Insurance doesn't cover. In 2023, you can contribute up to $3,850 to an HSA, or $4,850 if…

SEC: California woman ran multimillion dollar Ponzi scheme targeting Tongan Americans

September 20, 2023

The Securities and Exchange Commission today charged Richmond, California resident Tilila Walker Sumchai with raising approximately $11.8 million from more than 1,000 investors through a fraudulent securities offering targeting members of the Tongan American community across the United States. According to the SEC's complaint, from approximately…

Highest savings yields are topping inflation. Here’s why that’s important for savers

September 19, 2023

But there’ s good news for savers: For the sixth straight month, the top savings yield is outpacing inflation, according to Bankrate data. So, $20 left in your old winter coat in January 2019 could have bought $20 of goods back then. But now you’ d need an extra $4.40 to make up the difference in rising costs and have the same buying power.

SEC charges financial pro with insider trading in his company’s securities

September 19, 2023

The United States Securities and Exchange Commission today filed charges against Connecticut resident Jonathan J. Ferrie, a financial professional formerly employed at the Cigna Group, for insider trading in advance of Cigna's quarterly earnings announcement in August 2021. The SEC's complaint, filed in the U.S. District Court for the District of…

September 19, 2023
Image of a plastic pig wearing a dunce cap with the words "Financial Dunce."

Low financial literacy may be costing consumers money

Low levels of financial literacy could be costing the average U.S. household over $5,000 every year, according to a recent study.

Wall Street prays the Fed will stop raising rates

September 18, 2023

The people at the Federal Reserve charged with fighting inflation and, one hopes, ensuring full employment, meet this week, and that could create a whole lot of volatility. Wall Street analysts and traders get it in their heads about the Federal Open Market Committee, the Fed's rate-making body, will decide. Right now, the betting is on the Fed holding its key…

Diverse investors warm to financial advice

September 15, 2023

Allianz Life’s 2023 annual consumer survey of Americans’ views on retirement planning found that diverse Americans are re-engaging with professional financial advisors in 2023, rebounding from a drop reported in 2022.

Former CEO of financial services firm pleads guilty to $150M investment fraud

September 15, 2023

According to court documents, in 2005, Roberto Gustavo Cortes Ripalda, 56, of Key Biscayne, founded financial services company Biscayne Capital. For example, Cortes and his co-conspirators told clients that their investments would finance the development of real estate projects, when in fact, Cortes and his co-conspirators used the money to pay other…

Your Money: How inflation affects investments — and what you can do about it

September 14, 2023

Inflation can have a significant impact on investments. Here's how inflation affects various types of investments and some strategies to mitigate its effects:. *Purchasing Power Erosion: Inflation erodes the purchasing power of money over time.

Layin' It on the Line: How insurance companies invest your premiums

September 14, 2023

Insurance companies handle vast sums of money, known as premiums, paid by policyholders. They must invest these funds wisely to ensure they can cover claims and expenses and still make a profit. The challenge is compounded by factors such as inflation and skyrocketing expenses.

Ashton Ryan sentenced to 14 years in prison for fraud that ended First NBC Bank

September 13, 2023

On September 6, 2023, United States District Judge Eldon E. Fallon sentenced ASHTON J. RYAN, JR., age 75, of Kenner, Louisiana, to a term of imprisonment of 170 months following RYAN's convictions for bank fraud and making false statements in bank records, announced U.S. Attorney Duane A. Evans. When the Bank's Board, external auditors, and FDIC examiners asked about…

CFP Board requests comments on revised sanction guidelines and fitness standards

September 12, 2023

CFP Board of Standards announced that its Board of Directors has issued proposed revised Sanction Guidelines and Fitness Standards for public comment.

Workers more likely to take out a 401(k) loan as they age, accumulate larger balances

September 12, 2023

Research found that as younger workers aged and accumulated larger account balances, they experienced an increased likelihood of taking a 401(k) plan loan.

1/3 of US millionaires think they could outlive their savings

September 12, 2023

Wealthy Americans don’t sit back and assume they have nothing to be concerned about financially, according to the latest findings from Northwestern Mutual’s 2023 Planning & Progress Study. 

Founder of AI-driven hedge fund accused of multi-million dollar fraud

September 12, 2023

The founder and CEO of Tadrus Capital, LLC, Mina Tadrus, has been charged with wire fraud in what appears to be a disturbing trend of old crimes dressed in new technological clothing. Following his arrest, Tadrus made an appearance in federal court in the Middle District of Florida, securing his release on a $100,000 bond. According to U.S. Attorney for the Eastern…

September 11, 2023
Image of people in the background with the official seal of the California office of the insurance commissioner superimposed.

Insurance commissioner warns on false Calif. LTC plan information

California’s insurance commissioner puts long-term care insurers and agents on notice for spreading misleading marketing materials and emails.

Americans invested an average of $70K via robo-advisors last year

September 11, 2023

According to data presented by AltIdex.com, Americans invested an average of $70,000 via robo-advisors last year, five times more than Europeans and nine times more than Chinese.

Safe money investing for a winning retirement strategy

September 11, 2023

Retirement planning is not unlike a highstakes football game, where each decision you make leads you closer to, or further from, your end goal. Safe money investing is akin to those strategic plays that drive the team methodically down the field, prioritizing safety and consistency over flashy maneuvers. It focuses on protecting the principal while still…

September 7, 2023
Photo showing a collage of various types of people in different activities.

Use of lifestyle spending accounts increases among businesses

Flexible Lifestyle Spending Accounts , or LSAs, have experienced double-digit increases across companies of all sizes, a recent study found.

September 6, 2023
Image of Social Security cards and money, with numbers ranging from 64 to 68 superimposed.

Few will wait until 70 to receive maximum Social Security payments, study finds

Only 10% of non-retired Americans will wait until 70 to receive their maximum Social Security benefit payments, according to a recent survey.

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