Tagged: News

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8 Ivy League Colleges’ Endowment Returns, Ranked: 2023

Start Slideshow Fiscal 2023, which ended June 30, was a so-so period for university endowment returns. Some of the richest U.S. universities posted sluggish returns, according to Inside Higher Ed, and a majority of...

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S&P Upgrades Lloyd’s Financial Strength Rating to AA-

Article 0 Comments S&P Global Ratings has revised its financial strength rating for Lloyd’s of London to “AA–”, outlook stable, from “A+”, outlook stable. The rating upgrade reflects the improvement in Lloyd’s balance sheet...

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10 Value Stocks for Long-Term Investors: Morningstar

Start Slideshow Are growth stocks overpriced? That was the question posed by Margaret Giles, a Morningstar content development editor, in a new blog post. Growth stocks have enjoyed a sizable performance advantage over value...

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10 Value Stocks for Long-Term Investors: Morningstar

Start Slideshow Are growth stocks overpriced? That was the question posed by Margaret Giles, a Morningstar content development editor, in a new blog post. Growth stocks have enjoyed a sizable performance advantage over value...

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Gen Xers Fret About Retirement Savings Gap

Gen Xers are feeling downbeat about achieving their retirement goals, Schroders reported Wednesday. In a survey, non-retired Americans ages 43 to 58 said that on average they will need $1,112,183 in savings to retire...

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When a Client Faces Cognitive Decline, Speak Up

The first step in protecting clients that show signs of cognitive decline is straightforward, argues Barbara Archer, managing director and partner of Hightower Wealth Advisors in St. Louis. “If we see something, we need...