Advisor’s overall optimism in the current and future state of the stock market and the economy remained high during the first month of 2025, dampened by a growing expectation of volatility over the next six months.
The acquisitions of Vinoble Group and Unionview Wealth Partners are the first under the new brand and bring the firm’s total client assets to $8.6 billion.
Amy Fox joined the firm in 2022 as a transition support client specialist. However, according to the lawsuit, she was treated “less favorably” after she became pregnant in 2023.
Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.
In a new lawsuit, Jessica Schwartz claimed fraudsters stole over $360,000 in retirement savings, with the firm overseeing her accounts allegedly taking weeks to freeze them.
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