Tuesday, January 13, 2026

TOPICS

Home Tags Fidelity

Tag: Fidelity

PLANNING AHEAD: Bethany Lardaro, vice president and wealth adviser at Washington Trust Wealth Management, says she’s encouraged by young people’s awareness of retirement savings plans such as Roth IRAs, and she suspects it has something to do with social media. 
PBN PHOTO/ELIZABETH GRAHAM

When it comes to saving, Gen Z sets good example

Bethany Lardaro, a certified financial planner with Washington Trust Wealth Management, is seeing more young people in her office, even if they’re not always...

Assembly leaders spar over federal reductions, income taxes at Chamber luncheon

PROVIDENCE – General Assembly leaders from the Democratic majority on Wednesday could not rule out the possibility of some tax hikes in order to...

Shekarchi: No money for new programs, tax cuts

LINCOLN – If you were hoping for a tax break or are planning to lobby for a new program at the Statehouse this year,...
MODERATION: Ronald W. Kent Jr., president of Spinnaker Asset Management, recommends that less than 2% of a retail investor’s portfolio should go to ­cryptocurrency. / PBN PHOTO/
MICHAEL SALERNO

Cryptocurrency taking investors on wild ride

As a private-capital investor who also manages his own personal portfolio, David Homonoff has always watched the market with close attention. When he saw the...

Shift from active to passive approaches tipping point in 2019

BOSTON – A line between active and passive funds is set to be crossed next year. When it comes to mutual funds and exchange-traded funds...
- Featured Event -

Latest News