MarketWatch

I retired in 2021 with $1.8 million. I have only withdrawn $100,000, but my account is now worth just $1.5 million. My financial adviser blames the economy. What should I do?

Question: I retired in 2021 with $1,800,000 invested with a large financial services company. I have withdrawn approximately $100,000 and the account is now worth $1,500,000. My adviser blames the ...
MarketWatch

I started with $224K in December 2021, and now have just $195K. So I need to know: Is my adviser even making good decisions?

Question: I need to find out if the adviser I have had for the past two years is making the best decisions. Are everyone else’s investments not moving in a more positive direction? I started with ...
Barron's

2021 Top 100 Women Financial Advisors

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked complete a ...
Business Wire

Private Advisor Group Selects Merchant as Strategic Partner

NEW YORK & MORRISTOWN, N.J.--(BUSINESS WIRE)--Private Advisor Group, one of the leading Registered Investment Advisors (RIA) in the U.S., has entered into an agreement which includes a non-controlling ...