Random Roger's Retirement Planning

JANUARY 22, 2023

From 2012 through 2022, SCHD had a CAGR of 13.51% versus 12.78% for MCW and a standard deviation that was lower by 59 basis points. Going from 2012-2021, so excluding its lights out 2022 performance, shows SCHD had a CAGR of 15.34% versus 16.45 In going year by year since its 2012 inception, SCHD has outperformed MCW four times.

Numbers 74

Numbers Clients Marketing Marketing 74

Trade Brains

JUNE 9, 2025

Key Clients are Flipkart, Myntra and Decathlon. Shadowfax Founded in the year 2015 by Abhishek Bansal and Vaibhav Khandelwal Headquartered in Bengaluru, India Core offerings are their hyperlocal and last-minute delivery Key Clients are BigBasket, Flipkart and Meesho USP: Crowdsourced delivery model using the gig/freelance workers.

Startup 59

Startup B2B B2C Retail 59

NAIFA Advisor Today

JULY 18, 2022

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance.

Insurance Coverage 52

Insurance Coverage Insurance Financial Advisor Clients 52

Fortune Financial

AUGUST 8, 2022

Disclosure: Both the author and clients of Fortune Financial Advisors, LLC may own positions in any securities mentioned. Most quality-oriented investors seem to prefer an oligopolistic structure in which the incumbents have strong entrenched positions whose steady profits are protected by high barriers to entry.

Economics 119

Economics Financial Advisor Retail Investing 119

NAIFA Advisor Today

MARCH 6, 2023

Rick Lam has spent his career helping his clients plan for their financial futures and mentoring the next generation of insurance and financial professionals. After seven years of learning about the insurance world, he spent over 12 years as an agent before taking his current position as a sales leader in 2012.

Insurance 52

Insurance Sales Clients Planning 52

eMoney Advisor

APRIL 25, 2023

However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering. 3 Guiding your clients through a values exercise can promote healthy communication and expression of values, and the opportunity to building a truly personal financial plan.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Random Roger's Retirement Planning

JUNE 12, 2023

Since 2012, there wasn't a period of equities down a lot, treasuries up a lot but that is what happened in 2008 and the Internet Bubble. It does have some equity beta and it is usually pro cyclical but there is less direct cause an effect from an inverse equity fund or client holding BTAL. Think about that last sentence.

Portfolio 75

Portfolio Clients Accounting Marketing 75

Random Roger's Retirement Planning

AUGUST 10, 2022

Here are the results going back to 2012. Disclosures: BTAL and MERFX are client and personal holdings, VIXM and BKLN are client holdings and one client owns GBTC in a play account on a mandate. Portfolio 1 and 2 have shockingly similar results.

Portfolio 75

Portfolio Clients Accounting Marketing 75

Carson Wealth

MAY 9, 2024

“This move helps solidify our commitment to the clients and families we serve, even long after I may no longer be leading the firm,” said Scott Ford. Transitioning these locations to be wholly-owned allows us to enhance the way we serve our clients. For more information, visit www.carsonwealth.com.

Clients 52

Clients Wealth Advisor Wealth Management Financial Planning 52

Midstream Marketing

JANUARY 19, 2025

" In 2012, the SEC even made it beyond clear that this applied to not only statements made by advisers and their representatives, but to third parties on social media as well. This left a few questions concerning the new "review culture" that is taking place on the Internet, so the SEC further clarified things in 2014.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Fortune Financial

FEBRUARY 2, 2024

A good illustration of this is that in the decade spanning 2012 – 2022, total construction spending grew at a ~7.3% Disclaimer: At time of publication, the author owned shares of Knife River while clients of Fortune Financial Advisors, LLC, held positions in Knife River and CRH.

Financial Advisor 84

Financial Advisor Transportation Economics Clients 84

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Electronics CFP Government 59

The Richer Geek

MARCH 9, 2022

As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel. ABOUT NEIL TWA Neil Twa is the founder and CEO of Voltage Digital Marketing.

eCommerce 52

eCommerce Sales Clients Accounting 52

Random Roger's Retirement Planning

AUGUST 1, 2022

Here's a link from me from 2012. I own STPZ personally and for clients preferring the shorter maturity. Client and personal holding MERFX is an absolute return fund with very little volatility and SSO is 2x the S&P 500. Bodie still believes in this, here's a paper he wrote in 2020 , doubling down. years versus 3.13

Portfolio 75

Portfolio Retirement Assets Financial Planning 75

Random Roger's Retirement Planning

OCTOBER 19, 2023

STPZ is a client holding. From the start of 2012, Yahoo has APO up 609% and PSP up 22%. Portfolio 3 is the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Asset Allocation 73

Asset Allocation Portfolio Assets Accounting 73

Trade Brains

SEPTEMBER 28, 2023

Capacit’e Infraprojects Limited (Capacit’e), one of the top and most reliable companies in the construction sector, where leading real estate and governmental organizations in the nation use the project design, construction, and management services provided by Capacit’e Infra, which was founded in 2012. EPS (TTM) 5.88

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Government 115

Harness Wealth

APRIL 30, 2025

They receive copies of W-2s from employers, 1099s from clients, and other income-reporting documents. of individuals earning $10 million or more audited by the IRS between 2012 and 2020. Some of the most common red flags include: Not reporting all of your income The IRS operates on a system of information matching.

Compliance 52

Compliance Taxes Accounting Consulting 52

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. The first step in helping clients communicate assertively is to have them start with a very simple explanation of their observation of the situation. 2 Rosenberg, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Discipline Funds

JUNE 27, 2023

Back in 2012 I wrote a short piece about how the ETF world was in the very early stages of eating up the mutual fund world. We adopted an ETF model because it streamlines our entire business, increases client tax efficiency and gives us more fee flexibility. It’s also interesting to look at this from the fund number level.

Retirement Planning 52

Retirement Planning Retirement Engineering Marketing 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency.

Compliance 52

Compliance Retail Clients Management 52

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. It is a comparatively smaller Company on our list having been established only in 2012.

Insurance 59

Insurance Clients Engineering Management 59

FMG

MAY 22, 2023

Client-Centric Copy: The website copy goes above and beyond by prioritizing client goals and questions they often receive. So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. The first was two high-net-worth clients that discovered our site through Google.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

Trade Brains

AUGUST 5, 2024

Unicommerce eSolutions IPO Review – About The Company The company was incorporated in 2012. These products help clients handle various lines of supply chains in their operations. These products help clients handle various lines of supply chains in their operations.

eCommerce 52

eCommerce Retail Clients Management 52

eMoney Advisor

DECEMBER 15, 2022

5 A recent Wall Street Journal analysis showed that 14,800 SEC-registered advisors managed over $128 trillion in 2021, up from 10,500 SEC-registered advisors with $55 trillion in AUM in 2012. eMoney Planning with Purpose Research, July 2021, Advisors n=393, End clients n=391. One additional factor?

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Brown Advisory

JUNE 11, 2018

In 2012, these lenders controlled nearly 90% of the subprime market, and since then they have kept a lid on default and delinquency rates. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Once clients find initial success with these "baby steps," they can proceed more confidently with further steps across the portfolio should they so choose.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

The Irrelevant Investor

OCTOBER 4, 2016

Great investors need to be masterful in delivering their message in order to see their clients or partners through difficult times. As 2012 began, despite the steep bear market of 2007 through early 2009, the value of that initial investment has actually continued to grow-- to $550,134.

Communication 52

Communication Portfolio Management Portfolio Management 52

Brown Advisory

MARCH 1, 2016

In October 2012, a $1 million investment was enough to buy 13% of Cyvera. Clients can gain exposure to early-stage investments through our Private Equity Partners (PEP) vehicles. In August 2012, Lux backed Auris Surgical, a nano-surgery company started by Fred Moll, the founder of Intuitive Surgical and creator of the da Vinci® robot.

Valuation 52

Valuation Clients Communication Investing 52

Brown Advisory

JUNE 26, 2018

According to Moody’s, cov-lite leveraged loans made up 80% of all issuance in 2017—a far cry from 2012, when cov-lite loans were in the minority, not the majority. As shown in the chart below, the volume of covenant-light (commonly referred to as “cov-lite”) issuance has skyrocketed since the financial crisis. trillion.

Distribution 52

Distribution Assets Clients Sales 52

Brown Advisory

JUNE 26, 2018

According to Moody’s, cov-lite leveraged loans made up 80% of all issuance in 2017—a far cry from 2012, when cov-lite loans were in the minority, not the majority. As shown in the chart below, the volume of covenant-light (commonly referred to as “cov-lite”) issuance has skyrocketed since the financial crisis. Letting Go of the Reins.

Distribution 52

Distribution Assets Clients Sales 52

Steve Sanduski

JANUARY 1, 2025

With everything going on, I needed to free up time, so I decided to shed the Good to Know newsletter (hopefully, just temporarily) and focus on my client work and travel. In 2012, I decided to leave my job as the head of Peak Advisor Alliance, which is now called Carson Coaching. And it works!

Planning 64

Planning Accounting Clients Financial Advisor 64

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 86

Portfolio Manufacturing Investing Financial Services 86

The Irrelevant Investor

AUGUST 15, 2016

Here's Tobias Carlisle and Wesley Gray From Quantitative Value (emphasis mine): In 2012, Greenblatt conducted a study into the performance of retail investors using the Magic Formula over the period May 1, 2009, to April 30, 2011. The idea of combining man and model was tested a few years ago by Joel Greenblatt.

Retail 52

Retail Pharmaceutical Accounting Management 52

Trade Brains

MARCH 1, 2024

It conducted the Indian Readership survey for 10 years from 2003 – 2012, covering over 20 Lakh in-person interviews. It has produced digital content across 18 languages and produced over 2828 videos for distribution across client-owned and paid digital platforms. Losing a single client could severely impact its earnings.

Advertising 59

Advertising Communication Media Clients 59

Brown Advisory

SEPTEMBER 12, 2016

Unlike in 2011—2012, Greece is not on the verge of default and a handful of European countries do not require bailouts. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Recent history suggests that interest rates should not be so low. The outlook for the U.S.

Banking 52

Banking Communication Clients Electronics 52