Plus: We outline portco M&A and exits from the past two weeks.

Fear of investing is common. According to a 2024 World Economic Forum survey, 40% of people surveyed held off on investing in the market due to fear of losing money.
But waiting to invest can often cost people more money than they save by trying to time the market and invest at the right moment.
There are plenty of low-risk, easy investments that people can start with, such as exchange-traded funds (ETFs) and mutual funds.

A record number of investment advisors are registering at the SEC level, not the state level, meaning they can handle an interstate move.
However, whether or not you should keep your financial advisor when you move states depends on a number of factors.
Factors include whether you want to end an established relationship with your current advisor, if they’re legally registered to advise you where you move to, and if they’re familiar with that market.

Plus: We outline portco M&A and exits from last week.

Last month, Huma Therapeutics, a hospital-at-home patient monitoring platform, picked up Aluna (also known as Knox Medical Diagnostics Inc.), an American company specializing in remote monitoring and management of respiratory diseases.

Experts warn that AI tools can sound convincing but often rely on outdated info and lack personal context.
Specialized platforms like Quest IndexGPT and AIEQ ETF offer institutional, data-driven alternatives to all-purpose generative AI.
Experts recommend using AI for education and exploration, but not decision-making; human financial advisors remain essential for reliable planning and investing.