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Lindsay Bourkoff, CFP, is the Director of Financial Planning at Shrier Wealth Management, an independent wealth management firm in Los Angeles. She advises affluent families across the United States on wealth building strategies. Follow her on Twitter at @lindsaybourkoff.
July 6
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Alex Gorelik is the chief executive officer at Waterline Data, a data governance firm. Prior to Waterline Data, Gorelik served as general manager of Informatica’s Data Quality Business Unit. He joined Informatica from IBM, where he was an IBM distinguished engineer for the information integration team. IBM acquired Alex’s second startup, Exeros, where he was founder, CTO and vice president of engineering.
July 6 -
While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.
July 5
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Don’t underestimate how valuable your services can be when clients make property decisions.
July 5
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The positive net flows of U.S. mutual funds was driven by taxable bonds.
July 5
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Mohammed Hussain is a senior consultant at X by 2, a software architecture and leadership consultancy for the insurance industry—health, life and P&C. Hussain is an architect and project quarterback for enterprise data warehouse and other data-related projects.
July 5 -
The advisers once oversaw approximately $750 million in client assets, according to Barron's.
July 5
