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Markets stall as investors are reminded about the continued headwinds

Nationwide Financial

A Bank of America survey shows that private clients have an allocation to equities of 64%, down slightly from the 66% earlier in the year, but well above the 56% average since 2005. Back-to-work oriented spending, such as transportation, food, and childcare are also surging, further challenging consumer budgets.

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Market Commentary: Good News Is Good News

Carson Wealth

Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession. Inflation dropped to 2.6%

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

It is essential that a financial advisor is aware of the specific details as it can be highly significant for those suffering from mental illnesses as well as compared to those who have obvious physical impairments.

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Market Commentary: S&P 500 Has Another Strong Month, but Watch Out for October Jitters

Carson Wealth

One of my favorite charts is the one below, which compares Congressional Budget Office (CBO) pre-pandemic projections for growth to actual growth. annualized pace from 2005-2019). Here’s some perspective on that upward revision of 1.3%-points: points: Germany grew just 0.3% Japan grew 3.0% Actual real GDP growth is running 2.3%

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Making More From Less

Brown Advisory

The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Stop-gap measures, such as increasing portfolio withdrawals, may erode the total amount of a portfolio, thereby impairing annual returns and eventually prompting deep budget cuts. Making More From Less.

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Transcript: Brad Gerstner

The Big Picture

We, we made in 2005, I believe. That 00:15:42 [Speaker Changed] Was first AI investment, 2005. That’s less than one 100th of 1% of the annual budget. Fair Cast was an investment, a series B investment. In fact, we backed the head of artificial intelligence. Listen to this, Barry. We back it. billion a year.

Investing 246
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How To Afford a House These Days

Mr. Money Mustache

Example: I moved to Longmont in 2005 because it met our young family’s needs at the time, at the right price with homes about $200,000. There does seem to be a general correlation between niceness and cost, but not a perfect one (especially since everyone has their own definition of “nice”) And that’s where the opportunity lies.

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