Money

Wealth Management
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Reduces Holdings in Adobe Inc. $ADBE

BNP Paribas Asset Management pared its exposure to Adobe Inc. during the first quarter, selling 52,757 shares and cutting its stake by 7 percent. The move leaves the fund with 704,078 shares of the software maker, about 0.7 percent of its total portfolio, according to data compiled by Holdings Channel.

Portfolio Diversification

PNC Financial Services Group Inc. Has $191,000 Stake in Piedmont Realty Trust, Inc. $PDM

A new Securities and Exchange Commission filing shows PNC Financial Services Group increasing its holdings in Piedmont Realty Trust by 7.4 percent during the first quarter. The bank now controls 25,929 shares of the real-estate investment trust—an investment worth roughly $191,000.

Portfolio Diversification

Bit Origin lines up $500M to build Dogecoin treasury as corporate altcoin bets expand

In a significant move beyond Bitcoin, Bit Origin has secured $500 million to accumulate Dogecoin for its corporate treasury, marking a notable shift in corporate cryptocurrency investments.

Portfolio Diversification

 Bit Origin lines up $500M to build Dogecoin treasury as corporate altcoin bets expand
10 Under-the-Radar Tech Stocks With Incredible Growth Potential

While household names dominate the tech sector, some under-the-radar companies offer tremendous growth potential. Discover ten tech stocks that could be magnificent investments despite not being in the spotlight.

Portfolio Diversification

ETF Edge: Midyear outlooks, active ETFs and Q3 themes

In a recent conversation with CNBC’s Dominic Chu, Jay Jacobs of BlackRock and Roger Hallam of Vanguard shared their midyear outlooks and discussed key trends shaping the ETF space.

Portfolio Diversification

Risks Rising? Smart Money Dodged 46%+ Drawdowns on These High-Flying Names

As market volatility surges, seasoned investors have expertly steered clear of staggering 46% losses on once high-flying stocks. Their strategic foresight underscores the crucial role of risk management in today’s uncertain financial landscape.

Portfolio Diversification

GROVER NORQUIST: A Big Beautiful Bill For July 4 Will Make America Stronger

As Independence Day approaches, President Trump aims to sign the “Big Beautiful Bill,” a move that Grover Norquist believes will grant Americans the freedom to keep more of what they earn.

Tax Optimization

 GROVER NORQUIST: A Big Beautiful Bill For July 4 Will Make America Stronger
Why XRP, Ethereum, and Avalanche Traders Are Now Watching MAGACOIN FINANCE Closely for 2025 Gains

As the crypto market evolves, traders of XRP, Ethereum, and Avalanche are turning their attention to MAGACOIN FINANCE, eyeing potential gains in 2025.

Portfolio Diversification

 Why XRP, Ethereum, and Avalanche Traders Are Now Watching MAGACOIN FINANCE Closely for 2025 Gains
Navigating the Volatility of the Asia Stocks Index in 2025

In 2025, the Asia stocks index presents a wild ride for investors, marked by significant volatility and big swings. Navigating this turbulent market is essential for those looking to succeed amidst uncertainty.

Portfolio Diversification

3 ‘Underdog Stocks’ For The Rest Of 2025

Advanced Micro Devices’ remarkable turnaround under CEO Lisa Su exemplifies how strong leadership and strategic pivots can transform underperforming companies into market leaders. As investors search for undervalued stocks with growth potential in 2025, AMD’s story offers valuable insights.

Portfolio Diversification

 3 ‘Underdog Stocks’ For The Rest Of 2025
Diversifying Your Portfolio: Public and Private Markets

Diversifying your portfolio isn’t just smart—it’s essential. Explore how varying strategies in public and private markets can help mitigate investment risks. Understanding these approaches can enhance your investment success.

Portfolio Diversification

 Diversifying Your Portfolio: Public and Private Markets
UBS forecasts gold to $3,500/oz

UBS projects a significant rise in gold prices to $3,500 per ounce by the end of 2025, driven by increased demand for strategic and inflation-hedging assets. The bank advises investors to capitalize on market dips, viewing current geopolitical fears as overblown.

Portfolio Diversification

 UBS forecasts gold to $3,500/oz
Press release: Ft. Mitchell financial firm releases summer/fall seminar schedule

Evered Financial Inc., a Ft. Mitchell-based firm, is hosting a series of free informational seminars this summer and fall. Covering topics from empowering women to Social Security and legacy planning, these seminars aim to educate attendees on crucial financial matters. Register for one or all sessions to take charge of your financial future.

Estate Planning

 Press release: Ft. Mitchell financial firm releases summer/fall seminar schedule
USCIS Awards Civitas Investor I-526E Approval for Rural Hawaii Project

Civitas Capital Group’s rural Hawaii project reaches a milestone as its first investor secures I-526E approval from USCIS, signaling progress for the Dallas-based investment manager’s niche real estate venture.

Portfolio Diversification

 USCIS Awards Civitas Investor I-526E Approval for Rural Hawaii Project
How can investors avoid the impact of Section 899?

As Section 899 of the “One Big Beautiful Bill” Act looms, investors are seeking refuge in German government bonds and cash, according to Beat Wittmann of Porta Advisors. The shift highlights strategies to mitigate potential impacts on portfolios.

Portfolio Diversification

Compare Form 16 and 26AS carefully, alert employer promptly on errors

Discrepancies between your Form 16 and 26AS can lead to missed deductions and potential issues with your tax return. By carefully comparing these forms and alerting your employer to any errors, you can ensure you claim all eligible deductions.

Tax Optimization

Dubai: Why Gold Should Represent 5-10% Of Your Portfolio

In a year where global markets have been anything but predictable, investors are finding solace in gold’s enduring value. Experts suggest allocating 5-10% of investment portfolios to gold to mitigate risk amid volatility.

Portfolio Diversification

 Dubai: Why Gold Should Represent 5-10% Of Your Portfolio
Why the rally in stocks is destined to fizzle out, according to Morgan Stanley’s wealth CIO

The impressive stock rally since April, powered by leading tech companies, may soon lose steam. Morgan Stanley’s wealth CIO warns of an impending slowdown and suggests investors look towards industries benefiting from deregulation.

Portfolio Diversification

Billionaire CEO Jamie Dimon Says a Recession Isn’t “Off the Table at This Point,” Despite Lowering Tariffs. 5 Ways to Help Protect Your Stock Portfolio in Any Market Environment.

As economic uncertainties linger, billionaire CEO Jamie Dimon cautions that a recession isn’t off the table, urging investors to stay vigilant. Here are five strategies to fortify your portfolio.

Portfolio Diversification

Vietnam Holding optimizes portfolio amid reforms

Vietnam Holding is proactively optimizing its portfolio in response to recent reforms, reflecting strategic adjustments in its investment approach. The move signifies the company’s efforts to adapt to evolving market conditions.

Portfolio Diversification

Spouse wants peace after sister stole inheritance

After years of coping with her sister-in-law’s emotional outbursts and victim mentality, one woman seeks a path to peace following a devastating inheritance theft.

Estate Planning

Top 5 Cryptos to Buy Now With 100%+ Upside as Market Recovers

As the cryptocurrency market begins its recovery, five digital assets stand out with the potential to deliver over 100% gains. Leveraging technological advantages and targeting diverse industries, these cryptocurrencies offer investors high yield potential and improved risk distribution.

Portfolio Diversification

 Top 5 Cryptos to Buy Now With 100%+ Upside as Market Recovers
1 Stock to Buy Hand Over Fist in the Tariff-Induced Market Downturn

Amid a tariff-induced market downturn, one stock stands out as a must-buy for savvy investors looking to capitalize on lower prices. Buying during market drawdowns isn’t just smart—it’s the right thing to do. Discover which stock could strengthen your portfolio now.

Portfolio Diversification

 1 Stock to Buy Hand Over Fist in the Tariff-Induced Market Downturn
JPM’s James Sullivan on China vs India market outlook as U.S. tariffs focus only on goods, and not services

Amid escalating U.S. tariffs targeting goods, James Sullivan of JPMorgan shares his preference for India markets and explains why China continues to offer attractive investment opportunities despite trade tensions.

Portfolio Diversification

Advance Directives: ‘A Gift for Those You Love’

In observance of National Healthcare Decision Day on April 16, Brattleboro Area Hospice is hosting a community conversation about Advance Directives for medical emergencies. The event aims to engage residents in crucial discussions about medical planning.

Estate Planning

Gold ETFs drew largest inflow in three years in Q1, says WGC

Gold Exchange-Traded Funds (ETFs) witnessed a remarkable inflow of 226.5 metric tons worth $21.1 billion in the first quarter—the largest in three years, according to the World Gold Council. This significant investment underscores a notable shift in the gold market.

Portfolio Diversification

3 Dirt Cheap Warren Buffett Stocks to Buy With $1,000 Right Now

As markets fluctuate, Warren Buffett’s portfolio offers three affordable stocks ideal for a $1,000 investment right now.

Portfolio Diversification

 3 Dirt Cheap Warren Buffett Stocks to Buy With $1,000 Right Now
3 Ways to Use Your Required Minimum Distribution (RMD) Strategically in Retirement

Retirees aged 73 and older are required to take minimum distributions from their retirement accounts, but with strategic planning, these RMDs can be opportunities rather than obligations. Discover three smart strategies to maximize your savings and minimize taxes by reinvesting, donating, or using RMDs to pay your taxes.

Tax Optimization

Warren Buffett Just Identified the Biggest Threat to Berkshire Hathaway

In his latest annual letter to Berkshire Hathaway shareholders, Warren Buffett warns of the significant threat that climate change poses to the company’s core insurance business. As unpredictable weather events increase, Buffett highlights the potential for staggering insurance losses ahead.

Portfolio Diversification

 Warren Buffett Just Identified the Biggest Threat to Berkshire Hathaway
Consumer defensive woes and tech stability define today’s market

In a day marked by stark contrasts, the stock market witnessed stability in technology giants like Microsoft and Nvidia, while consumer defensive stocks such as Walmart and Procter & Gamble faced significant declines. Investor sentiment turned cautious amid concerns over consumer spending cuts, highlighting the need for strategic portfolio adjustments.

Portfolio Diversification

 Consumer defensive woes and tech stability define today’s market
Gold prices and economic downturns: The connection investors should understand

Gold prices have hit record highs in 2025, surging past $2,900 per ounce as investors seek safe havens amid economic uncertainty. Experts explain why gold thrives during downturns and predict where prices may be headed next.

Portfolio Diversification

 Gold prices and economic downturns: The connection investors should understand
Luxurious South Florida estate tied to a Russian oligarch who died under unusual circumstances sells for $14.82M

The Fisher Island home of Russian real estate billionaire Dmitry Zelenov, who died under unusual circumstances in France, has sold for $14.82 million. The sale marks the end of an era for the luxurious property amid ongoing legal battles over his estate.

Estate Planning

 Luxurious South Florida estate tied to a Russian oligarch who died under unusual circumstances sells for $14.82M
Markets are increasingly vulnerable to a correction, says Goldman Sachs’ Peter Oppenheimer

Goldman Sachs’ chief global equity strategist Peter Oppenheimer warns that markets are increasingly vulnerable to a correction this year. In a recent discussion on ‘Squawk Box,’ he shared insights on market trends, investor strategies, and the current state of the economy.

Portfolio Diversification

 Markets are increasingly vulnerable to a correction, says Goldman Sachs’ Peter Oppenheimer
People changes: New Selden Market manager, Virginia Chamber CEO and more

Hampton Roads is witnessing significant changes as several professionals step into new leadership roles across various industries. From corporate chambers to healthcare, these appointments signal growth and innovation in the region.

Estate Planning

 People changes: New Selden Market manager, Virginia Chamber CEO and more
TRX Price Is Likely To Increase As Tron Experiences More Transactions And Higher Fees. Let’s Look At What Solana And Panshibi Have Planned

As Tron experiences a surge in transactions, TRX price is expected to rise, signaling a bullish trend for the crypto market. Meanwhile, Solana shows upward momentum, and newcomer Panshibi impresses investors with its promising presale.

Portfolio Diversification

 TRX Price Is Likely To Increase As Tron Experiences More Transactions And Higher Fees. Let’s Look At What Solana And Panshibi Have Planned
Asking Eric: Husband is completely dependent on spouse to handle problems

An advice columnist addresses how gender stereotypes and sexist language can hinder communication in relationships, offering strategies for couples to redistribute responsibilities and improve understanding.

Estate Planning

 Asking Eric: Husband is completely dependent on spouse to handle problems
Is Costco Stock a Buy, Sell, or Hold in 2025?

As Costco’s stock flirts with the $1,000 mark after a remarkable 50% rise in 2024, investors are weighing whether to buy, hold, or sell. Strong sales growth and a loyal customer base suggest promising prospects, but high valuations and intensifying competition pose challenges.

Portfolio Diversification

 Is Costco Stock a Buy, Sell, or Hold in 2025?