Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin
NAIFA Advisor Today
FEBRUARY 6, 2025
Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.
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“The pebble in the shoe”: The power of metaphor
Investment Writing
OCTOBER 15, 2024
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. Note: This post was updated on October 15, 2024, following its original publication in 2011.
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Financial Planning Tips For Advisors with Special Needs Clients
BlueMind
FEBRUARY 15, 2023
Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Other than the benefits provided by the federal government, there are various plans and relief programs in place that are provincial or territorial based.
At the Money: How to Change Careers
The Big Picture
MAY 7, 2025
I need to plan for my own finances. Now, the article came, I believe, at the end of nine, 2011 when gold was coming off of a run of very high return (1900 and change or so if memory serves?). You start from 2011, it was a disaster. Gold in 2015 looked very different than it did at the end of 2011. What was the Aha!
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Films About Age and Family
Integrity Financial Planning
JULY 20, 2023
“The Best Exotic Marigold Hotel” (2011) – This heartwarming film tells the story of a group of British retirees who travel to India to stay at a newly restored hotel. Feel free to Click HERE to reach out to our financial advisors today at Integrity Financial Planning for a complimentary review of your situation.
History of the Individual Retirement Arrangement (IRA history)
Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). billion in the first year (1975).
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Fundamental Analysis Of Delhivery – Future Plans, Financials & More
Trade Brains
APRIL 17, 2023
Company Overview Delhivery Limited, formerly known as Delhivery Private Limited, was incorporated as SSN Logistics Private Limited on 22nd June 2011. It was founded by a bunch of Engineers who are Mr. Sahil Barua, Mr. Mohit Tandon, Mr. Bhavesh Manglani, Mr. Suraj Saharan, and Mr. Kapil Bharati.
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Dhanuka Agritech: Future Plans and Sustainable Agrochemical Solutions
Trade Brains
JUNE 4, 2024
Dhanuka Agritech Limited was listed in Indian stock exchanges on 1st July 2011 at 89 rupees. The post Dhanuka Agritech: Future Plans and Sustainable Agrochemical Solutions appeared first on Trade Brains. Net profit (in crores) 233.5 crore rupees as opposed to 1,477.78 crore rupees in FY 2022.
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Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans
Trade Brains
AUGUST 1, 2024
Edited excerpts: The company expanded its operation across the Middle East and Russia last year, are there any specific markets or regions where Sealmatic plans to expand its presence in the coming years? Is the company planning any capital expenditures (capex) in the next 3 to 5 years? If yes, how much is the company aiming to invest?
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The Power Of Owning Something That Frequently Goes Down In Price
Random Roger's Retirement Planning
APRIL 11, 2024
The managed futures blends' worst years in this study were 2011 when they were down slightly versus up 4.31% for VBAIX and 2018 when they were down 5.5%-6% I don't discount having been lucky to have found RYMFX pretty much right after it started trading and for selling it some time in 2011. 6% while VBAIX was down 2.84%.
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TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion
Brown Advisory
DECEMBER 5, 2016
Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals.
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Strategic Advisory Letter | 2015 Year-End Planning Checklist
Brown Advisory
NOVEMBER 12, 2015
Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.
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$20 Billion Club Strategy Series – Investment Policy
Advisor Perspectives
OCTOBER 15, 2024
The $20 billion club is a group of pension plans near $20 billion and more in global pension liability. We have been reporting on this group since 2011.
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Nouriel Roubini Enters The ETF Fray
Random Roger's Retirement Planning
NOVEMBER 21, 2024
The backtest runs from the start of 2011 to the end of 2020. To my knowledge, RYMFX was the first managed futures mutual fund and it had the space to itself for several years after in launched in 2007.
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
For Jonathan Grannick, his first job as a financial paraplanner he found on the University of Georgia student Financial Planning Association listserv. This was in 2011 when remote work wasn’t yet popular, so he was limited to the city where he lived. What designations does a paraplanner usually have?
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The Challenges Of Being A Long Term Investor
Random Roger's Retirement Planning
MARCH 7, 2024
I've owned this stock for clients going back to at least 2011. It would be great to have put a few bucks into Amazon 25 years ago and have $1 million's worth today but what does that really look at feel like. I added in price levels of a few peaks along with subsequent declines.
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Financial Advisors Help Clients Cope During Times of Financial Stress
eMoney Advisor
FEBRUARY 1, 2023
At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. link] 3 Lazarus, Richard S.,
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Inventories: The Other Stock Volatility
Advisor Perspectives
MAY 9, 2023
The 2011 U.S. Their plans included accumulating a surplus of food, fuel, and other essentials, all of which came at a cost. reality television show Doomsday Preppers showed an uncommon side of life, spotlighting families that prepared to survive extreme, potentially fatal scenarios.
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Fundamental Analysis Of Triveni Turbine – Financials & Future Roadmap
Trade Brains
AUGUST 6, 2023
Later, we shall proceed with the future plans of the company. The company is an outcome of a demerger scheme that came into effect in April 2011. Future Plans Of Triveni Turbine Up to this point, we have understood the financial performance of the company. Combined heat and power can be handled by steam turbines effectively.
The Importance Of Diversifying Your Diversifiers
Random Roger's Retirement Planning
APRIL 9, 2024
As we say all the time, whereas stocks are the thing that goes up the most, most of the time in the modern era I would want more than 25% in equities for anyone needing normal stock market growth for their retirement plan to work. ASFYX is a client and personal holding.
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Uranium Sector Faces Shortages as Demand Increases Due to Nuclear Energy Shift
Trade Brains
OCTOBER 17, 2024
Supply Shortages Loom as Major Producers Cut Back Kazakhstan, the world’s largest uranium producer, recently announced a 17% cut in its planned production for 2025. Not to be left behind, Amazon announced plans to invest over $500 million in developing small modular reactors. This reduction sends shockwaves through the market.
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How to Raise Your Credit Score 100 Points or More in Less Than 5 Months
Good Financial Cents
AUGUST 1, 2022
When I first checked my credit score with MyFICO in March of 2011, it was sitting at 621. The credit limit should be a function of what cash you have, and also what you plan on using the credit card for. In August of 2011, I had to purchase a car so I could switch jobs. How To Maximize the Benefits of Your Secured Credit Card.
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Satyam Scam – The Story of India’s Biggest Corporate Fraud!
Trade Brains
JANUARY 20, 2023
It was also rumoured that Raju knew the plan(route) for a metro that was to be built in Hyderabad. The foundation of the metro plans was laid in the year 2003. The plan included a takeover of Maytas by Satyam which would bridge the gap that had accumulated over the years. But this plan was foiled after shareholder opposition.
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Top Small Cap Stocks in India – Stocks To Watch in 2023
Trade Brains
FEBRUARY 26, 2023
Top Small Cap Stocks in India We’ve shortlisted some of the best small-cap companies on the basis of their return ratios, sales growth, future plans, and more. Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. 15,250 EPS ₹44.6 Stock P/E 17.0
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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
The Big Picture
MAY 27, 2025
What, 00:02:38 [Speaker Changed] What was the career plan, by the way? I, I guess I would say to you this, I I never really had a career plan. I, I would often think that Chinese have 20 year plans. None of that existed in 2011. So I came back as CEOI put all that plan in place. 00:02:44 [Speaker Changed] Okay.
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Can Silver deliver higher returns than Gold and What’s driving the Prices Up?
Trade Brains
OCTOBER 21, 2024
Russia’s central bank has announced plans to purchase silver as part of its reserves, a move that could significantly impact global silver prices amid ongoing geopolitical tensions. Historical data shows that silver prices have underperformed compared to gold and palladium since 2011. million ounces.
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: Nabors Industries files second blank check IPO deal
MarketWatch
JUNE 22, 2023
The special purpose acquisition company (SPAC) plans to offer 30 million units at $10 each. II, which is led by CEO Anthony Petrello, who has been CEO of Nabors Industries since 2011. NBR, filed to raise up to $300 million in an initial public offering on the Nasdaq under the symbol “NETD”. He also led Nabors Energy Transition Corp.
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Debt Ceiling Primer | Weekly Market Commentary | February 27, 2023
James Hendries
FEBRUARY 27, 2023
We continue to believe the chances that Congress will fail to raise the debt ceiling before the x date remain extremely low, but current political dynamics have likely increased the risk and there are some negative consequences to even an eleventh hour agreement, as we saw in 2011. S&P has maintained that AA+ rating since 2011.
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Market Extra: Here’s how anxiety over the U.S. debt ceiling may play out in markets
MarketWatch
APRIL 21, 2023
On Wednesday, House Republicans unveiled a plan that would cut government spending in exchange for a higher limit on government borrowing.
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: Cava raises IPO price range to $19 to $20 a share vs. $17 to $19 previously
MarketWatch
JUNE 12, 2023
The company is planning to list on the New York Stock Exchange under the ticker CAVA. In 2011, it launched its fast-casual concept. Cava Group CAVA, the Mediterranean-focused fast-casual restaurant chain, revised the terms of its initial public offering on Monday, raising its proposed price range to $19 to $20 a share from $17 to $19.
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Again, Diversify Your Diversifiers
Random Roger's Retirement Planning
SEPTEMBER 18, 2022
Since July of 2011, the yield on the ten year US Treasury has been below 3% other than for a couple of months. Even for people who weren't engaged in markets in the 80's or before, we can look at charts, we can take time to understand what yields did during other shock events. A couple of months out of a decade.
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Where We’re Going
The Irrelevant Investor
DECEMBER 19, 2018
below its recent highs, the deepest drawdown since October 2011, and is down 6.2% (-4.6% If you're worried that stocks are going a lot lower, there's still time to put a plan in place. The index is 14.5% with dividends) on the year. The streak of consecutive annual gains might be coming to an end.
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A 0.5% Day
The Irrelevant Investor
AUGUST 25, 2015
More stocks are below their 200-day moving average than at any time since 2011. Volatility happens fast, which is why having a plan in place to reduce the number of decisions you make under duress is key. The other reason to not jump out of the window is that there are no obvious recessionary signs, not yet anyway.
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No Pain, No Gain
Investing Caffeine
MAY 2, 2022
Peter Lynch, arguably one of the greatest all-time investors (see Inside the Brain of an Investing Geniu s ), said it best when he stated, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”. Slome, CFA, CFP®.
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NAIFA Advocates for the Economic Security of Women
NAIFA Advisor Today
MARCH 30, 2023
The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.
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Just Put It All Into.
Random Roger's Retirement Planning
FEBRUARY 9, 2023
Gold was mostly in a downtrend from mid-2011 to early 2016. Yes I take an active approach, not frequent trading but definitely active, to dialing up or dialing down the various things I use for non-equity portfolio exposure.
Walkner Condon: The State of the Firm
Walkner Condon Financial Advisors
MAY 12, 2023
Our Future Location Plans We opened Walkner Condon the last few days of December in 2011 on Monroe Street in Madison, WI. Rest assured – we are not planning on moving from Monroe Street for our in-person meetings for our local clients!
Hidden Gem: What lies ahead for Concord Control Systems?
Trade Brains
SEPTEMBER 14, 2024
The founders established the company in 2011, and it currently employs more than 150-200 specialists. The government also plans to modernize the coaches of the trains and introduce a higher number of Vande Bharat trains which is further creating opportunities for the company to enhance its order book.
High FII Holding Stocks Under Rs 100 To Add To Your Watchlist
Trade Brains
OCTOBER 13, 2023
The Company has CAPEX plans for FY23-24 worth Rs. 18 Cr in FY22, as part of its multi-year expansion plans. This JV was established in 2011 and continues to run smoothly even today. It is associated with over 250 customers in 50 countries across the globe and 600 plus customers within India. The Company already invested Rs.
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The State of the Firm: Walkner Condon
Walkner Condon Financial Advisors
JULY 27, 2023
Our Future Location Plans We opened Walkner Condon the last few days of December in 2011 on Monroe Street in Madison, WI. Rest assured – we are not planning on moving from Monroe Street for our in-person meetings for our local clients!
Top Movies & Shows for Financial Advisors to Watch
BlueMind
DECEMBER 23, 2022
Margin Call (2011). Therefore, as an advisor, you should be well informed of where you are planning to invest your client’s money. Greed leads him to rip millions off wealthy clientele while living a life of luxury. However, eventually, this leads him to be noticed by the FBI which starts closing in on his antics.
A Gift From God
The Irrelevant Investor
FEBRUARY 8, 2016
The S&P 500 closed at a 52-week low on January 20th for the first time since 2011. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place. Last week I took a look at how stocks did in the year they made a 52-week low.
Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis
Carson Wealth
MARCH 11, 2024
Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.
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