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Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)

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“The pebble in the shoe”: The power of metaphor

Investment Writing

Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. This is true even though I didn’t attend Fithian’s presentation.

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Defense stock down 7% after US enforced sanctions for having Russian links; Company responds

Trade Brains

In accordance with SEBI regulations, Lokesh Machines has maintained open communication about the situation. Additionally, the Treasury claimed Lokesh had been exporting machines to Russia since 2011 through various distributors.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Existing home sales are on track to record their slowest year since 2011. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Housing starts rebounded 7.0% from August, though permits (an indicator of future housing starts) declined 4.4%

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Is the Stock Market Predicting a Recession?

The Irrelevant Investor

One of my favorite ways to communicate how the stock market works to younger investors comes from this one in William Bernstein's Four Pillars of Investing: A superb metaphor for the long-term/short-term dichotomy in stock returns comes from Ralph Wanger, the witty and incisive principal of the Acorn Funds.

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Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020

Indigo Marketing Agency

FMG Suite was started in 2011 in San Diego, California (I worked there for several years!). Branding and Communications for Financial Advisors. Impact Communications and Marie Swift. Impact Communications is a full-service marketing communications firm for independent financial advisors and the institutions that support them.

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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Centum caters to a wide range of industries including aerospace, space, defence, communications, medical, etc. Later in 2011, the Japanese technology brand Kokuyo joined hands to form Camli Kokuyo. 1,472 EPS ₹3 Stock P/E 43 RoE 9.7% Promoter Holding 75% Dividend Yield 0.7% Debt to Equity 0.2 Price to Book Value 5.24

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