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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

But we have clients that are on the left and the right. And if you just continued to dollar cost average for those 16 years, or from 2000 to 2013, when the market finally got over all its previous highs, that’s when you start to make a ton of money. And if you can’t suppress the fear, then you probably will die poor.

Math 130
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Transcript: Tom Barkin, Richmond Federal Reserve President & CEO

The Big Picture

It felt like an entrepreneurial opportunity to build something, made a lot of friends there, enjoyed the work, really enjoyed my clients, and the opportunity to help a bunch of great leaders improve the performance of their organizations. And we were serving clients in that geography. And the combination just worked great for me.

Economy 130
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Summer Reading List Of “Best Books” For Financial Advisors – 2024 Edition

Nerd's Eye View

client retention rates remaining robust, and at least a bit of client referral growth trickling in. The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!),

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Transcript: Kristen Bitterly Michell

The Big Picture

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 293
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6 Values Exercises to Enhance Financial Planning for Couples

eMoney Advisor

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering.

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Don't get an "F" on FBAR

Brown Advisory

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

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Tata Technologies Vs KPIT Technologies – Financials, Future Plans & More

Trade Brains

In 2013, both Companies merged to form KPIT Technologies. The middleware is a software layer that facilitates communication across various components of the Vehicle. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast.

Planning 119