Truemind Capital

JANUARY 16, 2024

The inflation numbers released in January 2024 for December 2023 in the US & India are 3.4% (more than expected) and 5.69% (more than expected) respectively. In a landmark decision, the US Securities and Exchange Commission (SEC) recently approved applications for exchange-traded funds (ETFs) that are primarily based on bitcoin.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF).

Compliance 52

Compliance Communication Assets Portfolio 52

Harness Wealth

JUNE 9, 2023

per year from 2013 to 2022, according to the U.S. If you have a positive number, you have positive cash flow. If you have a negative number, you have a good opportunity to learn and make improvements. According to the FDIC, as of May 2023 , the average interest rate on savings accounts was 0.40%. Bureau of Labor Statistics.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Brown Advisory

JANUARY 1, 2023

We have looked at a number of potential opportunities especially in those providing services to the sector or intellectual property but nothing yet has passed all our tests. We enjoy our Book Club and a number of titles we have read this year are noted throughout4.

Investing 52

Investing Investments Valuation Clients 52

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. Here he is, from 2013. Here he is , from his 1940 classic, Where Are The Customers' Yachts? : That, we all know, is not the right way to act at all. Wow, just Wow.

Investing 52

Investing Investments Asset Allocation Assets 52

Yardley Wealth Management

AUGUST 17, 2022

Each share represents an ownership interest equal to the share divided by the number of shares outstanding in the company. A company issues a fixed number of shares in an initial public offering. When you buy stock, your cost basis is the total purchase price of the stock plus brokerage commissions and fees.

Commission 52

Commission Taxes Wealth Management Accounting 52

The Irrelevant Investor

SEPTEMBER 10, 2018

In a related but tangential matter, the number of publicly traded companies in the United States has been cut in half over the last twenty years. There aren't enough public companies (too few IPOs) From 2013-2017, there were 814 IPOs. Today that number is close to $100 million. In 1996 alone there were 845.

Startup 52

Startup Valuation Numbers Commission 52

Good Financial Cents

AUGUST 1, 2022

I’m going to present a large number of high-yield investments, each with its own degree of risk. There are no commissions or fees when buying securities. And because they are ETFs, they can usually be bought and sold commission free. You can purchase TIPS through the U.S. Treasury’s investment portal, Treasury Direct.

Investing 64

Investing Investments Certification Accounting 64

Trade Brains

JULY 4, 2023

which charge hefty commissions on each trade. This commission can be as high as 0.25-0.7% As of Dec 2021, Upstox has the second-highest number of active clients on NSE after Zerodha. Zerodha is currently the best broker in India in terms of the offered trading platform and the total number of active clients.

Accounting 98

Accounting Planning Clients Investing 98

The Big Picture

NOVEMBER 8, 2022

But anyway, I put them all together and it looked — that speculative sentiment was very inflated in 2013. So, you’ll see that in this sort of what you might call a proto capitalistic society, interest is serving a number of different important functions. I can’t quite remember what they were.

Banking 144

Banking Valuation Economy Investing 144

The Big Picture

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. Zeke Faux: 00:02:38 Yes, and I mean the title of the book number go up Inside Crypto’s Wild Rise and Staggering Fall. Little bit giveaway.

Numbers 157

Numbers Banking Accounting Taxes 157

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Securities and Exchange Commission.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 24, 2024

When I started in 2013. But what we’ve seen in more recent years is that they’ve become the number one or two player by size in about eight different industries. They’re the number one parcel deliverer.And guess what? I just want to go through the eight areas where they’re number one or two.

Retail 130

Retail Advertising Taxes Numbers 130