Wealth Creation Investing

Creating Wealth One Investor At A Time

ONE: An Industry Disruptor in Providing Holistic Wealth Fulfillment

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PITTSBURGH, Feb. 21, 2019 /PRNewswire/ — “Bigger is better” is a dominant theme in the wealth management industry that a select group of financial advisors is determined to disrupt. “In the midst of industry consolidation, survival is not contingent upon acquisitions—it’s contingent upon providing unprecedented value,” observed Joseph Scarpo, founder and CEO of PWA Wealth Management. […]

WCI Daily Newsletter for February 21, 2019

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Which Stocks Have Cyclical Price Patterns? Let’s get right to it! In this edition, we spotlight stocks that historically have risen by at least 4% over the next 4 weeks at least 80% of the time. Each stock has at least 5 years of trading history. TMHC has risen by 4.63% over the next 4 […]

Envestnet Reports Fourth Quarter 2018 Financial Results

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Envestnet ENV, -1.58% a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December31, 2018. Three Months Ended Year Ended Key Financial Metrics December 31, % December 31, % (in millions except per share data) 2018 2017 Change 2018 2017 Change GAAP: Total […]

Financial Center First CU offers free financial literacy classes at Greenwood Branch

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INDIANAPOLIS, IN (February 21, 2019) — Financial Center First Credit Union is now offering free financial education classes at its Greenwood Branch in its newly-owned Education Center. Classes include a variety of topics like credit building, budgeting, investment planning, and more. The Education Center also includes a financial library where the public can check out […]

Focus Financial rides RIA consolidation to 37 percent annual revenue growth

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Seven months after taking Focus Financial Partners (FOCS) public, the chairman and chief executive of the RIA aggregator, Rudy Adolf, is singing the praises of the public equity markets. “The IPO is creating permanent capital to invest in our business,” Mr. Adolf said Thursday morning during an earnings call with analysts. “Our business has never […]

Starbucks Stock Is Simply Too Hot

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I’ve been bearish on Starbucks (NASDAQ:SBUX) stock for some time now. That skepticism looked prescient a year ago, when SBUX stock touched its lowest levels in almost three years. Since then, however, Starbucks stock has soared: SBUX at the moment trades near its all-time high. Source: Shutterstock Despite the volatility of the stock, Starbucks’ outlook […]

Summit Wealth & Retirement Planning Inc. Purchases New Position in Uniti Group Inc (UNIT)

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Summit Wealth & Retirement Planning Inc. purchased a new stake in Uniti Group Inc (NASDAQ:UNIT) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 33,356 shares of the real estate investment trust’s stock, valued at approximately $519,000. Other hedge funds also recently bought and […]