June 30, 2026

Blog

Wealth Management

Source Advisors Acquires United Paramount Tax Group

Source Advisors, a premiere specialty tax consulting firm in Fort Worth, TX, recognized for its expertise in R&D Tax Credit, State & Local Tax, Cost Segregation, §179D, §45L, and LIFO inventory solutions, has announced the strategic acquisition of United Paramount Tax Group, a leading firm specializing in real property tax reduction services and business personal property

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Energy

Newport Energy & Environment Commission hosting a summer educational series on climate change and resilience

By Newport Energy and Environment Commission The Newport Energy & Environment Commission is hosting a summer educational series on climate change and resilience. Join us to learn what environmental impacts Newport county and Aquidneck Island are facing and how we can work to address them.  There will be three opportunities this summer to hear from

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Investments

Should retirees trust bonds as a good investment in 2024?

Rising inflation impacts the stock market and more Rising prices are scaring investors. Here’s how inflation works, how it affects investments like stocks and funds and how to protect your money. Common wisdom dictates that as we steer our savings toward retirement, we should gradually bulk up on bonds. Bonds are supposed to be safe,

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Fund

Baltimore baby bonus fund faces potential lawsuit ahead of November voting

Baltimore baby bonus fund faces potential lawsuit ahead of November voting | WBAL Baltimore News 920085132 Mozilla/5.0 (Windows NT 6.1; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/48.0.2564.103 Safari/537.36 e8da73ccb7e980aee996ce4155df14027318e59d 1 Source link

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Energy

Devon Energy to buy EnCap-backed Grayson Mill’s Williston assets for $5bn

This has created a favorable environment for firms like EnCap to cash out on assets. In June, the private equity firm sold some shale assets of XCL Resources for about $2 billion. Reuters reported in January that the firm planned to sell Grayson Mill, a major Bakken-focused energy producer in North Dakota, Montana, and the Powder River Basin

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Insurance

Juan Luis Ortega Succeeds John Lupica as President of North America Insurance at Chubb Limited

The latest people news in the industry today. Chubb Limited announced several executive appointments within its North American general insurance business. John Lupica, previously Vice Chairman, Chubb Group and President, North America Insurance, was named Executive Chairman. Juan Luis Ortega, formerly Executive Vice President, Chubb Group and President, Overseas General Insurance, will succeed Lupica as

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Energy

Ava Community Energy names new CEO

Ava Community Energy recently announced that former COO and renewable energy expert, Howard Chang, has stepped in as the regional power supplier’s new CEO following the departure of founding CEO Nick Chaset. Ava Community Energy has named renewable energy expert and former COO Howard Chang as the agency’s new CEO. (Photo courtesy of Ava) As

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Property

Senator Wilcox to Host Unclaimed Property Event

State Senator Craig Wilcox (R-McHenry) is partnering with the Illinois Treasurer’s Office on July 17 to connect residents of McHenry and Lake Counties with more than $5 billion in unclaimed property and cash. From 10:00 AM until 1:00 PM on Wednesday, July 17, attendees can meet with a counselor from the Treasurer’s Office at the

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Wealth Management

Nastia Liukin Talks Paris 2024 Team, Mental Health, And More

2008 Olympic All-Around Champion Nastia Liukin. Emily Blair Media We all love to discuss the Olympic Games: the athletes, their triumphs and their losses, their strengths and weaknesses. Their successes seem to affect us. Their failures can rattle –even, anger us. But few can truly speak from the perspective of an Olympic athlete. Nastia Liukin

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Fund

State accepting applications to fund small-scale agriculture projects : Kauai Now

The Hawai‘i Department of Agriculture is now accepting applications for the Micro-Grant for Food Security Program. This is the fourth year of the grant program, which provides support for small-scale gardening, herding and livestock operations to increase the quantity and quality of locally grown food in food-insecure communities. In 2023, grant money was awarded to

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