article thumbnail

Thursday links: sussing out the truth

Abnormal Returns

axios.com) The S&P 500 Top 50 returned 3.97% in May 2023. on.spdji.com) How major asset classes performed in May 2023. microcapclub.com) Finance Why State Farm is pulling home insurance coverage from the California market. Markets The market's biggest stocks are having a big year.

article thumbnail

Weekend Reading For Financial Planners (March 30-31)

Nerd's Eye View

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Year-End Financial Checklist

Walkner Condon Financial Advisors

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. Insurance Amounts . ABOUT THE AUTHOR. NATE CONDON.

article thumbnail

The SVB Situation and Your Financial Picture

Integrity Financial Planning

Subsequently, SVB’s parent company, Silicon Valley Financial Group, saw their stock (NASDAQ: SIVB) dip more than 50% on Thursday morning, March 9 th , 2023. Stocks, bonds, mutual funds, Treasury securities, life insurance, annuities, and items held in safe deposit boxes are not included in deposit insurance coverage.

article thumbnail

5 Tips to Set Yourself Up for Financial Success in 2023

Harness Wealth

You and your partner may want to change your joint financial situation to accommodate future medical expenses, insurance coverage, or purchasing a home. The post 5 Tips to Set Yourself Up for Financial Success in 2023 appeared first on Harness Wealth - Advice for Equity Owners.

Taxes 52
article thumbnail

6 Financial New Year’s Resolutions for 2023

WiserAdvisor

As another year draws to a close and a new one begins, it is time to start thinking about what New Year’s resolutions you want to set for 2023. This article discusses 6 New Year financial resolutions that you can consider adopting to help you build a safer and more secure financial strategy for 2023.

article thumbnail

Utkarsh Small Finance Bank IPO Review – GMP, Price, Date & Financials

Trade Brains

The IPO will open for subscription on July 12, 2023, and close on July 14, 2023. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. 13710,14 crores in March 2023. Keep reading to find out! crores in March 2021 to Rs. Crores in FY21 to Rs.

Banking 52