Wealth Creation Investing

Company News › People March 26, 2019  |  <!– –> Print this page Jon McElhaney Jon McElhaney has joined the Richmond office of Davenport & Co. LLC as the head of wealth management. McElhaney is responsible for oversight of branch management and leadership, recruiting, business development, financial services, and marketing. Before joining Davenport, McElhaney worked […]

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. AVGO has risen by 7.41% over the next 4 […]

A Wells Fargo branch office. (Photo: Bloomberg) Wells Fargo has named Tim Traudt to be its interim head of wealth management, replacing Jay Welker. The news comes several months after Welker said he would retire following a report in The Wall Street Journal on gender-bias complaints in the unit that named him specifically. In November, […]

PALM BEACH GARDENS, Fla., March 26, 2019 /PRNewswire/ — Tamarind Partners, Inc., a full-service family office consulting and research firm based in South Florida, announces that the firm has been recognized as winners of two 2019 awards by the Family Wealth Report in the categories of Family Office Management Consultancy and Family Wealth Counseling. Showcasing “best […]

Banks have been parking money at the Federal Reserve in recent years, whenever their excess capital couldn’t find a good home. It’s a logical choice. This provides them with risk-free interest, which currently stands at 2.4%. Institutional investors, pension funds, and sovereign wealth funds, among others, have no such recourse. The closest they can come […]

Photograph by Justin Sullivan/Getty Images In its latest reshuffling, Wells Fargo has named Tim Traudt interim head of wealth management starting next month. So reports InvestmentNews, citing an internal company memo. Newsletter Sign-up Traudt, who has been with Wells Fargo and a predecessor bank for 21 years, will replace Jay Welker, who previously announced he […]

This post was contributed by a community member. The views expressed here are the author’s own. Neighbor Posts North Andover resident lands on Forbes 2019 “Best-in-State Wealth Advisors” list By Eric French, Patch Poster | Mar 26, 2019 11:16 am ET Tim Sullivan, of North Andover, a wealth management advisor at Merrill Lynch in Boston, […]

Hedge-fund trader Boaz Sidikaro has been hired as chief investment officer of multibillion-dollar Perot … Ross Perot hired Blasnik to manage the family’s wealth after Perot sold his data-services …

By Alex Veiga, The Associated Press Published 10:05 a.m. ET March 26, 2019 | Updated 6:22 p.m. ET March 26, 2019 CLOSE Ken Fisher, founder and executive chairman of Fisher Investments, talks personal investments, advice for millennials and what’s the deal about cryptocurrencies. USA TODAY Stocks finished broadly higher on Wall Street Tuesday, erasing the […]

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