After Venezuela Earthquakes, Miami-based RIA Moves to Help Clients, Staff

Published on June 30, 2026

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.

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Rethinking the 4% Rule: Building Sustainable, Tax-Efficient Retirement Paychecks

June 30, 2026
Modera Wealth Management's George Padula explains why the 4% rule should be treated as a starting point rather than an immutable standard.

Moving Averages of the Ivy Portfolio and S&P 500: June 2026

June 30, 2026
Valid until the market close on July 31, 2026This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.