NAIFA Advisor Today

FEBRUARY 6, 2025

McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr.

Ethics 138

Ethics Retirement Planning Education CFP 138

Validea

MARCH 7, 2025

Profit Margin Consistency Stable or improving margins over multiple years indicate efficient management and a sustainable competitive advantage. Cash Flow from Operations A positive cash flow shows the company generates enough cash to fund growth, acquisitions, or dividends without excessive borrowing.

Portfolio 52

Portfolio Sales Taxes Investing 52

Trade Brains

JULY 4, 2025

Originally, they were received way back on April 3, 2011. Managing fewer addresses simplifies long-term storage. Astonishingly, they transferred 20,000 BTC to completely new addresses. This hoard is worth over $2 billion at today’s prices. These coins boast an incredible history. Primarily, security upgrades seem highly probable.

Assets 59

Assets Marketing Marketing Planning 59

Validea

JUNE 2, 2025

2011 17.6% 2011 17.6% In 2011 , a year marked by volatility and global uncertainty, the All Weather Portfolio returned 17.6% The chart below compares the All Weather Portfolio to a traditional 60/40 stock-bond portfolio from 2007 through 2025 YTD: Year All Weather 60/40 Portfolio 2007 11.1% 2008 -0.4% -21.0% 2015 -4.2%

Portfolio 52

Portfolio Investments Investing Economics 52

Dear Mr. Market

MAY 29, 2025

Prudent risk management, diversification, and strategic planning are essential. Notable prediction : A 1987-style crash is coming first said in 2011 and repeatedly ever since. And most importantly, investors allocate capital based on expected future conditions, not current headlines. What Should Investors Do Instead? Marc Faber (Dr.

Media 59

Media Valuation Strategic Planning Economics 59

The Big Picture

JULY 15, 2025

Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. And in it was the headhunter letter to the hiring manager. It was, I was, I was, it was like switching managers type thing, and somehow it got, it got put into the wrong file.

Numbers 144

Numbers Investments Investing Economics 144

Trade Brains

JULY 13, 2025

Schneider Electric Infrastructure Limited Schneider Electric Infrastructure Limited (SEIL) was established in 2011 and manufactures, designs, builds, and services advanced products and systems for electricity networks, including transformers, switchgears, and smart grid solutions, with four manufacturing facilities in India.

Manufacturing 59

Manufacturing Engineering Distribution Investment Advisor 59

Trade Brains

JULY 10, 2025

Trust Investment Advisors Private Limited, Nuvama Wealth Management Limited # and Tipsons Consultancy Services Private Limited are the Lead Managers to the Issue. The name of Edelweiss Capital Limited was changed to ‘Edelweiss Financial Services Limited’ with effect from August 1, 2011. and EDEL.BO million customers.

Financial Services 52

Financial Services Compliance Wealth Management License 52

Trade Brains

JULY 2, 2025

This Ashish Kacholia invested company, specializing in providing automated solutions for business expense management, jumped upto 4 percent upon signing a 5-year agreement with DTDC Express Ltd. Under this five-year agreement, Zaggle will provide its employee expense management and benefits solutions, Zaggle Zoyer, and Zaggle Save, to DTDC.

Management 59

Management Investment Advisor Investing Investments 59

Carson Wealth

JUNE 23, 2025

Stocks fell three days in a row to end the holiday-shortened week but still managed to finish the week near flat thanks to Monday’s gains. Back then we almost saw a bear market after the first US debt downgrade in August 2011, but what matters to us as investors is how things rebounded and continued to move higher.

Marketing 78

Marketing Marketing Investments Investing 78

The Big Picture

MARCH 17, 2025

And I, I managed to get, there was room on the last page of the introduction or preface or something like that. How do you look at the relationship between a country’s central bank and its ability to manage its own debt? I said, you can’t come out of a financial crisis and say no fiscal stimulus.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

MAY 27, 2025

And I found over the years that, that when I was doing business, I brought a strategic or political context to it when I was doing politics or political campaign management. I learned, I was a district manager. And when you tell your story of Starbucks, it speaks to how Starbucks was actually diminished by, by management.

Food 130

Food Numbers Investing Investments 130

Trade Brains

NOVEMBER 4, 2024

Additionally, the Treasury claimed Lokesh had been exporting machines to Russia since 2011 through various distributors. are their own, and not that of the website or its management. Furthermore, they alleged that the company coordinated with Russian defence procurement agent Dmitrii Vladimirovich Alikhanov.

Manufacturing 64

Manufacturing Communication Investment Advisor Investing 64

Wealth Management

JULY 17, 2025

Lothes July 17, 2025 6 Min Read • Distributions of stock in a grantor retained annuity trust (GRAT) don’t trigger insider trading rules— In Nosirrah Management, LLC v. Another shareholder (Nosirrah Management LLC) brought a derivative action on behalf of the company to disgorge William’s profit. Handler, Alison E. AutoZone , Inc.

Taxes 140

Taxes Estate Planning Distribution Wealth Management 140

Carson Wealth

APRIL 28, 2025

Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. So, were underweight long duration bonds, and overweight alternative assets like managed futures, and even ultra-short duration bonds/cash-equivalents that are actively managed.

Marketing 78

Marketing Marketing Economy Manufacturing 78

Dear Mr. Market

NOVEMBER 22, 2024

If so, there’s a good chance your plan includes the classic “AB Trust” structure, which—prior to 2011—was the primary way for married couples to double the value of their federal estate tax exemptions. But in 2011, the concept of “portability” changed the estate planning landscape.

Estate Planning 52

Estate Planning Taxes Planning Assets 52

Investing Caffeine

MARCH 3, 2025

There have been many causes for Bitcoins historical volatility, including the hacking of the largest Bitcoin exchange in 2011 (Mt. There are a few historical parallels that inform our crypto investment strategy at my investment firm, Sidoxia Capital Management. Gox); China banning Bitcoin in 2013; and the COVID pandemic crash in 2020.

Assets 59

Assets Investing Investments CFP 59

The Better Letter

JANUARY 10, 2025

We were Morgan Stanley’s co-manager. My favorite client, a pension manager for over 40 years, sardonically reminded me that someone buying 100-year bonds issued by the world’s leading entertainment business a century before would have purchased the debt of a player-piano company. All 1990 list members are gone by 2010.

Numbers 100

Numbers Retail Pharmaceutical Government 100

Carson Wealth

APRIL 14, 2025

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. All of those years had scary headlines and worries, yet managed to barely miss officially going into a bear market.

Economics 83

Economics Marketing Marketing Economy 83

The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019. The 11 and 10 seeds win about four times in ten.

Numbers 76

Numbers Marketing Marketing Medicine 76

Trade Brains

JULY 9, 2025

The brokerage cited that since 2011, Delhivery has grown quickly by focusing on express parcel delivery, which is the fastest-growing area of logistics. are their own, and not that of the website or its management. percent from its Tuesday closing price of Rs 408.80 Investing in equities poses a risk of financial losses.

Transportation 59

Transportation Investment Advisor Investing Investments 59

Trade Brains

JULY 1, 2025

Overview of Crizac Limited Crizac Limited was incorporated in 2011 and is a B2B education platform that connects global education agents with institutions of higher learning. Lead Managers of Crizac Limited IPO Equirus Capital Private Limited and Anand Rathi Advisors Limited are the Book Running Lead Managers (BRLMs).

Education 64

Education B2B Consulting Recruitment 64

Trade Brains

JUNE 29, 2025

Happiest Minds Technologies Limited was founded in 2011 and is headquartered in Bengaluru. are their own, and not that of the website or its management. Anand Rathi, a prominent brokerage firm, has recommended a “Buy” call on Happiest Minds Technologies Limited with a target price of Rs.

Manufacturing 66

Manufacturing B2B Electronics Healthcare 66

The Big Picture

MAY 7, 2025

His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). And the next thing you know, you’re managing money and writing books. Maybe my career lay in managing money for other people. How did you manage that? You’re getting called by investors, and one thing leads to another.

Asset Allocation 144

Asset Allocation Medical Assets Management 144

Trade Brains

JUNE 9, 2025

Should have demonstrated scalability across regions or the service categories Should have been backed by the significant funding or the stronger investor confidence Has broader customer reach for services across B2B, B2C or D2C segments Stronger tech integration in tracking, automation or supply chain management.

Startup 59

Startup B2B B2C Retail 59

Trade Brains

JUNE 11, 2025

The shares of the prominent alcoholic beverage company have seen bearish movement after the Maharashtra government hiked duty on Indian Made Foreign Liquor (IMFL) by 50%–60%, the steepest increase since 2011. are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses.

License 59

License Accounting Sales Retail 59

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 167

Assets Management Valuation Investing 167

The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. She discusses how the four largest private equity firms — Apollo Global Management (APO), The Blackstone Group (BX), The Carlyle Group (CG), and KKR & Co.

Taxes 324

Taxes Retail Economy Economics 324

The Big Picture

MARCH 18, 2024

Magazine Cover Indicator : Originally created by money manager Paul Macrae Montgomery , this remains a widely misunderstood market signal. It isn’t just Time magazine, but any non-business publication — consider the New York Times magazine cover on gold3 in 2011 as yet another example.

Marketing 335

Marketing Marketing Media Investing 335

The Big Picture

AUGUST 21, 2023

Source: Adam Khoo , Twitter A preface before we get into this: Michael Burry has proven himself to be a rare fund manager. We were reminded of this by Joe Keohane, writing at the Boston Globe in 2011: “How can someone with the insight to be so right about a major event be so wrong about so many other ones?

Marketing 246

Marketing Marketing Sales Management 246

The Big Picture

OCTOBER 13, 2023

These three prominent real estate firms are backing away from the management cesspool that has severely damaged the National Association of Realtors (NAR) brand. March 14th, 2010) Brilliant Amazon Reviews: David Lereah’s RE Books (April 26, 2011) The post National Association of Realtors Is Imploding appeared first on The Big Picture.

Numbers 293

Numbers Sales Management Marketing 293

The Big Picture

APRIL 26, 2023

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

Portfolio Management 283

Portfolio Management Marketing Marketing Portfolio 283

The Big Picture

FEBRUARY 14, 2023

How likely are you to find the next Apple, or pick the next Peter Lynch as your fund manager, or catch the top or bottom? Instead of stressing about shark attacks, you should manage your blood pressure and cholesterol. When considering the future, you must consider what is likely to happen, as opposed to what could possibly happen.

Investing 293

Investing Investments Management Insurance 293

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How, how does that lead to a degree, to a focus on investment management? She can go anywhere, do anything. Elizabeth Burton : Hi Barry.

Assets 144

Assets Management Portfolio Investing 144

Wealth Management

OCTOBER 4, 2022

Officials looking to issue debt to rebuild and also bolster infrastructure against the risk of increasingly severe weather will be doing so during a brutal juncture for the bond market: ten-year benchmark municipal yields are near the highest since 2011.

Marketing 147

Marketing Marketing 147

Risk Management Guru

JANUARY 11, 2022

Risk management can be defined as the “process which aims to help organizations understand, evaluate and take action on all their risks with a view to increasing the probability of success and reducing the likelihood of failure” (Hopkin, 2010, p. Introduction. The second part will focus on recommendations that could improve such practice.

Risk Management 52

Risk Management Management Risk Analysis Education 52

Random Roger's Retirement Planning

APRIL 11, 2024

The listed expense is not all management fee. Now lets explore the same concept using managed futures. AQMIX is the AQR Managed Futures Fund and RYMFX is the Guggenheim Managed Futures Fund. I used RYMFX during the financial crisis, back then it may have been the only managed futures mutual fund.

Management 93

Management Accounting Taxes Portfolio 93