BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.

Sageworth Trust Co recently acquired 19,895 shares of the iShares S&P Mid-Cap 400 Value ETF, valued at nearly $2.46 million. The move comes during the second quarter, reflecting greater interest in mid-cap value funds from multiple institutional investors.

Lowery Thomas LLC has marginally increased its stake in the iShares Russell 1000 ETF, purchasing an additional 36 shares in the second quarter. The ETF now accounts for 3.3% of the firm’s total portfolio, underscoring its continued confidence in large-cap U.S. equities.

Northwest Wealth Management LLC recently reduced its stake in Avantis International Equity ETF. According to an SEC filing, the fund sold 372 shares, representing a 0.3% cut in its total holdings. The move leaves the firm with 130,155 shares heading into the year’s second half.

Sowell Financial Services LLC has undergone a significant shift in its investment portfolio, reducing its stake in Vale S.A. by 77.5% during the second quarter. The firm now holds 17,045 shares of the basic materials company, valued at $166,000.

While Warren Buffett’s portfolio is known for its reliability, no investor is infallible. This brief look at three of his holdings reveals why two are likely to remain strong options, and why one may not be living up to its billing.

Shira Ridge Wealth Management has slightly reduced its position in Apple, selling 281 shares to decrease its overall stake by 0.9%. Despite this move, the firm continues to hold nearly 30,000 shares of the tech giant, demonstrating its lingering confidence in Apple’s performance.

Affinity Wealth Management LLC has expanded its interest in Linde PLC by 1.5%, adding 166 shares to its existing stake. This addition elevates Linde’s role in the firm’s overall portfolio, now accounting for 0.8% of its holdings.

BNC Wealth Management LLC recently reduced its stake in Exxon Mobil by 6.5% through the sale of 225 shares, finalizing a position of 3,256 shares. The move, disclosed in the firm’s latest 13F filing, signals a strategic adjustment to its portfolio during the second quarter.

Charter Capital Management LLC DE has acquired 9,043 shares of WEC Energy Group, valued at approximately $942,000. The utilities-focused investment represents 0.6% of the firm’s overall portfolio. This move takes place during the second quarter, according to recent disclosures.

Allegany Law Foundation will host estate planning clinics at three Allegany County libraries during September and October. This initiative aims to provide community members with accessible legal guidance on wills and other critical estate matters.

NS Partners Ltd increased its holdings in Microsoft Corporation by 0.7% this quarter, pushing its total share count to 531,365. The investment, now worth $199.47 million, comprises 8.8% of the fund’s portfolio. It reflects the continuing confidence in the tech giant’s performance.

The SALT deduction limit is set to rise to $40,000 in 2025. Experts say this could spell significant tax savings for many Americans, particularly those in high-tax states, and even present a rare chance for some to pay 0% capital gains.

For dividend-focused investors, the Schwab US Dividend Equity ETF offers a streamlined alternative to picking individual stocks. By delegating research and selection to a managed fund, investors can potentially save time and effort while still focusing on dividend income.

Tax season may be months away, but for those who pay quarterly estimated taxes, the September 30 deadline is critical. By acting now and considering deductions, there’s still time to reduce what you owe.

Year-round bookkeeping is the key to stress-free tax filing, explains Sandy Richard of S & A Bookkeeping in Worland, Wyoming. By maintaining steady communication with a bookkeeper and organizing records well in advance, small business owners can avoid unwelcome tax surprises and keep their finances on track.

TCM Advisors LLC recently increased its stake in Lockheed Martin Corporation by adding 300 shares, marking an 11% boost. This update, reflecting movements in the first quarter, brings the firm’s total Lockheed Martin holdings to 3,033 shares, or about 0.1% of TCM’s portfolio.

Investors looking to secure their financial future might consider four high-yield ETFs—FDVV, SCHD, VOO, and VYM—that aim to deliver both steady income and capital growth. With low cost, lower risk, and a balanced mix of holdings, these funds could support a long-term retirement strategy.

Roth IRAs are one of the nation’s most popular ways to save for retirement, offering unique tax advantages. However, as the name suggests, the 5-year rule can puzzle even the most diligent savers. Here’s a closer look at what you need to know.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.