On Wednesday May 14, CNBC announced their inaugural list of the Top 100 Fee-Only Wealth Management firms in the country. THOR Investment Management, Inc. was named to the #66 spot on this prestigious list. Rankings were based on criteria that included assets under management, average account size, client segmentation and growth of assets. These criteria were weighted according to a proprietary formula developed by CNBC to arrive at the final rankings….To read the complete article, please go to www.cnbc.com/id/101619698.
The New Trump Account: Hype or Helpful Planning Tool?
June 17, 2026
No Comments
New tax-advantaged accounts tend to generate both excitement and confusion. The recently discussed “Trump Accounts” are no exception. While the branding has sparked plenty of
