Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Randy Carver
Randy Carver is the President and founder of Carver Financial Services Inc. The firm provides Personal Vision Planning(r) and wealth management services to individuals, corporations and institutions globally.
Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
Despite the decline in Berkshire Hathaway’s earnings, there were some positive developments. Warren Buffett sold more Apple, sending its cash hoard above $320 billion.
The 2024-2025 Priority Guidance Plan by the U.S. Department of the Treasury and IRS outlines 231 critical projects shaped by recent legislative changes and public feedback.