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The Albany Business Review hosted three experts to discuss investment strategies, estate planning and gifting. The discussion was moderated by Sierra Kehn of the Albany Business Review. What is an estate plan and why is it important to create one?  Dr.....»»

Investors’ increasing preference for passive investment products over active ones has been well-documented in recent years, and the trend has .....»»

Authored by Erik Mokaya via Avondale Asset Management, Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which.....»»

By Terri Spath, CFA,CFPRelated Stocks: SPY, DJI, QQQ,.....»»

In an effort reduce flight delays and cancellations, Delta Air Lines Inc. is adding 20 de-icing trucks to its fleet in Hartsfield-Jackson Atlanta International Airport before the upcoming winter season hits. The investment will cost roughly $12 mi.....»»

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here. During the quarter the str.....»»

Call it a “fund of personality,” if you’d like. Some investors who hold Ark Investment Management’s ARK Innovation ETF (NYSEARCA:ARKK) ... Read more.....»»

Ross Gerber, the CEO of Gerber Kawasaki Wealth and Investment Management, expressed his skepticism about Musk's management style in light of the Cybertruck delivery delays. read more.....»»

Morgan Stanley reports better-than-expected Q1 FY24 financial results, with revenues of $15.1B, led by Wealth Management and Investment Banking. read more.....»»

Earl Winebrenner is owner and managing member of Louisville-based Winebrenner Capital Management, a registered investment advisory firm that also includes a real estate division. Winebrenner was named to the 2024 Power 50 list from Louisville .....»»

From Google's Sundar Pichai dealing with AI-related challenges to Cathie Wood's Ark Investment Management trimming its position in a major AI player, here's the weekly AI news recap. read more.....»»

He replaces Jay Brown, who retired effective Jan. 16 after activist investor Elliot Investment Management LP called for new executive and board leadership at Crown Castle, among other changes......»»

Two new ETFs are being launched by Tuttle Capital Management  Tuesday.  read more.....»»

Cathie Wood-led Ark Investment Management on Monday bought 731,775 shares, estimated to be worth about $41.76 million, in Twitter Inc (NYSE: TWTR) — a day after The Bill and Melinda Gates Foundation Trust read more.....»»

Cathie Wood-led Ark Investment Management on Friday snapped up another 223,181 shares, worth about $50.7 million, in Coinbase Global Inc (NASDAQ: COIN) as the cryptocurrency exchange stock staged a fresh dip. read more.....»»

Eubel Brady & Suttman, an investment and wealth company in Miamisburg, has a strong background in faith and Christian principles......»»

Gerry Frigon, President & Chief Investment Officer at Taylor Frigon Capital Management shares his thoughts on recent market activity, predicting businesses as opposed to the market, and his investment approach during corrections.....»»

Cathie Wood-led Ark Investment Management on Thursday snapped up 254,738 shares, worth about $59.46 million, in Coinbase Global Inc (NASDAQ: COIN) as the cryptocurrency exchange bounced back after a bullish call from analysts. read more.....»»

Kyle Bass, chief investment officer of Hayman Capital Management, says that the biggest threat to the West is the advent of the digital yuan, which he has described as a Trojan Horse that could undermine Western developed countries......»»

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»