Author: awbfinancial4

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8 Funds That Are Cutting Expense Ratios: Morningstar

In a recent blog post, Russel Kinnel, Morningstar’s director of ratings and manager research, identified eight good funds that have made themselves more attractive by reducing their expense ratios. Three funds are from Fidelity,...

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Arthur J. Gallagher & Co. Acquires Encore Group

Rolling Meadows, IL (Jan. 6, 2024) – Arthur J. Gallagher & Co. has announced the acquisition of Waterloo, Ontario-based Encore Insurance Services Inc., d/b/a Encore Group. Terms of the transaction were not disclosed. Encore...

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Biden Signs Social Security Fairness Act

Social Security advocates were quick to weigh in. “This is the bipartisan solution that most Americans want, even though some on Capitol Hill have proposed to slash benefits by raising the retirement age, means...

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Whipsaw BOI Rulings Leave Business Owners Dizzy

On Dec. 26, a merits panel of Fifth Circuit Court of Appeals nullified the earlier motions panel’s ruling and reinstated the original injunction. The action was designed to prevent business owners from becoming subject...