Fiduciam Financial

The late October 2023 to early March 2024 rally in the Nasdaq 100 is over and now that things have settled just a bit, it’s good to take a look at the price action.

Berkshire Hathaway’s annual meeting was held on Saturday. Warren Buffett answered questions about the sale of Apple, earnings, succession, and management goals.

FinCEN recent FAQs offer much-needed clarity and direction for businesses but still leaves grey areas when it comes to Trusts.

The year before you retire, try these five steps to help you prepare and plan.

Some terrific tax avoidance moves are at risk in a Democratic Congress. Some are pretty safe.

Drawn by the convenience and simplicity of donor-advised funds, givers have opened more than 1.9 million DAFs and their popularity continues to grow.

These 5 financial sector stocks with big market capitalizations are now trading below their book value and continue to pay dividends.

Learning and confidence disparities among young women point to an issue that the wealth industry will face as financial power begins to transfer to the next generation.

This discusses the importance of networking to find out about alternative investments. We already know that in real estate, it is location, location, location.

Many real estate investment trusts are having problems getting going what with the likelihood of interest rates staying the same or going higher.

This strength of the Global Art Market is good news, but it poses a challenge to art collectors and their estate planners.

Despite hot inflation data, earnings reinforced the promise of artificial intelligence. This week is packed with earnings, the Fed, a jobs report, and the Berkshire Hathaway meeting.

It’s the Alphabet daily price chart that really gets me.

With Baby Boomers aging and nursing home care costs climbing, obscure old sleeper laws could come back to haunt the children of seniors who can’t pay for their own care.

It may be time to reconsider the millennial jokes.

As investors, we must often remind ourselves that markets are forward-looking in nature, and that the current, known events have less influence on market returns than ...