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Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to trusted […]

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standardized experience while […]

wera Rodsawang/Getty ImagesInvesting in mutual funds is a popular way to grow wealth, thanks to their professional management and diversification benefits. While brokerage firms are commonly associated with mutual fund investments, many banks also offer these financial products. Because of their familiarity and integrated financial services, banks might seem like a natural choice for purchasing […]

Fact checked by Michael RosenstonJumping Rocks / Getty ImagesI started researching investing at age 15 and began building an investment portfolio the year I entered college. During my college years, I learned how to manage my investments without compromising my studies. Drawing from this experience, I offer five tips to help student investors make the most of their […]

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The declines began with the pandemic, well before routine vaccines became part of the national political conversation.