Wealth Management
JUNE 10, 2025
But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines.
Nerd's Eye View
JUNE 17, 2025
What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public commentary on investment markets as well as issues that advisors often avoid, including religion and politics.
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Wealth Management
JUNE 12, 2025
The ETF structure then evolved with the advent of active ETFs in 2008, the first one coming out of Bear Stearns, which went under that same year. The first exchange traded fund came along in 1990 in Canada, with the Toronto 35 Index Participation Units. soon followed in 1993 with the SPDR S&P 500 Trust (SPY).
The Big Picture
MAY 20, 2025
So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.
Trade Brains
JULY 28, 2025
He added, “We are on track to conclude the ongoing business plan of adding new projects with a cumulative topline potential of Rs 5,000 crore across Gujarat, Bengaluru and MMR. Further, we continue to generate positive operational cash flows and the balance sheet remains strong with Net Debt at Rs. (50) 50) crore.” as on Mar 31, 2025.
Nerd's Eye View
JANUARY 3, 2024
The good news is that while there's little doubt that the economy is indeed slowing, there don't seem to be any "black swans" lurking around the corner, as was the case for 2008's severe recession.
Nerd's Eye View
AUGUST 13, 2024
And be certain to listen to the end, where Eric discusses the key differences between CPA firms and RIAs, particularly the contrast between the goal of CPAs to maximize the efficiency of their billable hours and the more long-term client relationship-building done by financial advisors, how Eric approaches acquisitions, targeting younger or mid-career (..)
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