Financial Management

  • Financial Management

    Briefcase: Wealth management firm hires Santa Fe vice president

    Robert H. Hoffman Robert H. Hoffman has joined Morgan Stanley Wealth Management’s Santa Fe Office as vice president and financial advisor. Hoffman spent 17 years working for UBS, a Swiss multinational investment bank and financial services company. He holds a bachelor’s degree from the College of Wooster in Ohio, a master of business administration from the Stern School, New York University, and a master of divinity from Ascension Theological College in Washington. Hoffman will be partnering with the Compass Rose Group in Albuquerque to bring his expertise in wealth management and fixed income management to the team. Morgan Stanley,  

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  • Financial Management

    Curbstone Financial Management Corp Buys Vanguard Extended Market Index ETF, Schwab U.S. …

    Manchester, NH, based Investment company Curbstone Financial Management Corp (Current Portfolio) buys Vanguard Extended Market Index ETF, Schwab U.S. Tips ETF, iShares MBS ETF, iShares 0-5 Year TIPS Bond ETF, Constellation Brands Inc, sells Invesco BulletShares 2021 Corporate Bond ETF, VMware Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Curbstone Financial Management Corp. As of 2021Q4, Curbstone Financial Management Corp owns 199 stocks with a total value of $559 million. These are the details of the buys and sells. New Purchases: MBB, STZ, ETN, QCOM, SFM, CBND, GSK, TYL, Added  

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  • Financial Management

    Financial Planning for People With Chronic Diseases

    Before she became eligible for Medicare, Deborah Rosenwinkel, who lives in Wheaton, Ill., and has rheumatoid arthritis, used a manufacturer’s discount card for Enbrel, a biologic she injected at home once a week. The $12,000 card covered her deductible and co-payments, while her individual insurance policy picked up the balance, of up to $80,000 a year. But when Ms. Rosenwinkel turned 65 last February and enrolled in Medicare, she was no longer eligible for the card. Even when a Medicare Part D plan covers Enbrel, annual co-payments could run as much as $7,000. Ms. Rosenwinkel’s rheumatologist advised her to switch  

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  • Financial Management

    Crypto exchange Gemini pushes into wealth management with acquisition of BITRIA

    David Abner, Gemini’s Global Head of Business Development. Source: David Abner Gemini, the $7.1 billion crypto exchange, is getting into wealth management with the acquisition of a digital asset platform for financial advisors, CNBC has learned exclusively. The company has agreed to purchase BITRIA, a five-year-old San Francisco-based start-up whose tools help advisors manage holdings of bitcoin and other tokens, according to Gemini’s global head of business development Dave Abner. The move creates one of the industry’s first full-service digital asset custodians for advisors, according to Abner, who declined to disclose how much Gemini paid in the deal. Gemini  

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  • Financial Management

    The Modern Family Comes To Wealth Management

    Every family has a history. With some families, that history—and often associated legacies—go back generations. When it comes to family financial management for multi-generational clients, how do we manage expectations for all involved, especially as we are in the thick of the greatest wealth transfer in the history of financial services? For financial advisors, the ability to tap into the family’s past business and investing successes, current financial situation, and future goals to leave a legacy is truly a specialized skill. Few advisors have been trained to tackle all the financial, emotional and psychological challenges that  

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