MarketWatch

FEBRUARY 15, 2023

TWLO announced its first major share-repurchase plan Wednesday, two days after revealing the second large round of layoffs at the software company in less than six months. Twilio Inc. Twilio shares jumped more than 12% in after-hours trading immediately following the release of the results.

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eMoney Advisor

APRIL 25, 2023

Values conversations are part of a shift toward a more human-centered, holistic financial planning approach in the industry that can be seen in publications like The Psychology of Financial Planning by the CFP Board. 5 Values conversations can be especially beneficial for couples, and the planning process.

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Trade Brains

FEBRUARY 18, 2024

Gravita India – Future Plans Vision 2027 The company has set an ambitious growth plan called Vision 2027, aimed at achieving a compound annual growth rate (CAGR) of at least 25%. In order to do this, the company plans to invest Rs.600+ Segment Revenue (in ₹crores) % Turnover Lead 2,333.45 83.32 % Aluminium 338.81

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Random Roger's Retirement Planning

NOVEMBER 20, 2024

Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. Listen to the podcast.

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Trade Brains

FEBRUARY 22, 2024

IDFC First Bank Company Overview It all started as NBFC, IDFC Limited was started in 1997 primarily to lend money to infrastructure projects and businesses following RBI approval in 2013. Yes Bank vs IDFC First Bank – Future Plans Yes Bank The Bank has raised capital of Rs. IDFC Bank was established and demerged from IDFC Ltd.

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Carson Wealth

JULY 5, 2022

Marques Ogden thinks back on 2013, when he was living in Raleigh, North Caroliona. He had no financial planning knowledge. Ogden is passionate about telling current NFL players to build a plan to exit with financial resources, so they don’t befall the same fate. . Jamie Hopkins, Managing Partner, Wealth Solutions .

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Random Roger's Retirement Planning

OCTOBER 25, 2022

Then from about 2013 to 2016, gold struggled and so too did PRPFX. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016. Both are multi-asset but PRPFX obviously allocates to precious metals and where you see the two funds diverge, those divergences coincide with big moves in gold.

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The Irrelevant Investor

JUNE 13, 2017

On the final trading day of the first quarter in 2013, the S&P 500 made an all-time closing high. On March 28, 2013, stocks wrapped up their strongest first quarter since 1998 and the S&P 500 (SPY) was up 149% from the lows. Put a plan in place, this way you'ready when the storm arrives. Can you ever recover from that?

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Random Roger's Retirement Planning

JUNE 2, 2025

If we take out Portfolio 2 to get a longer look, we can see back to 2013 and the stats again look pretty good versus VBAIX. The volatility goes up some versus VBAIX but the gain in return seems to be worth it at least as far as the Sharpe Ratio is concerned.

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Trade Brains

APRIL 14, 2023

2) Ketan Parekh Scam After the Harshad Mehta scam, a Chartered Accountant named “ Ketan Parekh ” had similar plans of arranging comparable securities scam. It subsequently merged within Tech Mahindra in 2013. The Saradha scam came to the fore in April 2013 when Sudipta Sen fled leaving behind an 18-page letter.

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Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Why is Financial Planning so Important?

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Trade Brains

AUGUST 21, 2022

By 2013-2014 it became the largest private sector ports company in India. Adani Ports – Future Plans. Of these, 13 are planned to be tendered in FY22 and more than 10 in FY23. The post Adani Ports Fundamental Analysis – Competitive Advantage, Future Plans & More appeared first on Trade Brains.

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Trade Brains

SEPTEMBER 8, 2022

The BSE Sensex increased from 22,386 in FY 2013-14 to 58,568 in FY 2021-22 making India’s stock market the 7th largest in the world. CDSL – Future Plans. The company plans to conduct more such drives in future in association with SEBI, financial institutions, and universities to increase the number of new investors.

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Random Roger's Retirement Planning

APRIL 8, 2024

I used to own TIP but then figured out the interest rate problem back in what I am guessing was about 2013. I've known about this fund but didn't realize it has been around so long, back to 2013 despite only having $20 million in it. They may have inflation protection but they also assume interest rate risk. in I can't figure it out.

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Trade Brains

NOVEMBER 4, 2023

Regarding the pricing Zerodha Streak offers 2 plans that is a regular plan of INR 690 per month (+GST) and an ultimate plan of INR 1400 per month (+GST). The Tradetron offers various paid plans based on users’ needs. Algo Bulls has customized plans for different kinds of users with various price ranges.

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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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Random Roger's Retirement Planning

NOVEMBER 21, 2024

Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures. 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.

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Trade Brains

JUNE 24, 2023

Further, if you plan to invest in direct funds through these apps, they can also help you to save an extra commission of 1% to 1.5% In a Direct plan, you can invest directly in a scheme of a Mutual Fund AMC at a low cost. Looking at both plans, the difference in returns seems to be as low as 0.25% which can go up to 1%.

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Truemind Capital

AUGUST 9, 2024

They recommend investments in zero-commission investment options (like direct plans of MFs) that save you commission and charge professional fees directly from you for value-added services. There are less than 1,000 RIAs all over India despite the regulation in force since 2013.

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Trade Brains

AUGUST 13, 2022

The company plans on deploying 1.5 As per reports, Bajaj Auto is planning to expand its reach of chetak electric scooters across more cities in India. The company operates 24 dealerships presently and plans to open 450 dealerships across the country in a phased manner over the next years. Bajaj Auto Ltd. Ather Energy.

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Trade Brains

SEPTEMBER 28, 2024

Future Plans: Titan Company Limited is planning to continue aggressive investments in store expansions and new collections, which is targeting a 15-20% annual revenue growth. Future Plans: Kalyan plans to expand its showroom network by adding 130 new showrooms in FY25, focusing on 80 for Kalyan and 50 for Candere brands.

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Trade Brains

OCTOBER 3, 2022

Today we are conducting a fundamental Analysis of Adani Wilmar consisting of a company overview, business segments, industry overview, financials, future plans, and key metrics, let’s start. For instance, from 2003 to 2013 AWL acquired 11 edible oil units. Adani Wilmar – Future Plans . Company Overview. 5,4214 Crore.

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Envision Wealth Planning

MARCH 31, 2022

Feelings of fear, anxiety, and insecurity are common for women around the topic of retirement planning. TIAA also points out that in its 2013 survey, the confidence level gap was only nine percentage points. This fear often stems from: Lack of education around financial planning, and. Not knowing who you can trust.

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Carson Wealth

JANUARY 22, 2025

While the S&P 500 has had three losing years during the past decade, the average return from 2013 to 2023 was a positive 12.39%. To be custom matched with a financial advisor you can trust to support your goals with customized planning and put your interests above theirs, take advantage of our advisor matching program today. [1]

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The Irrelevant Investor

MARCH 5, 2018

Today in March 2013, after 1,974 days and a 54% drawdown, the Dow Jones Industrial Average recaptured all-time highs that were last seen in October 2007. If the market was falling back, he planned to buy an inverse exchange-traded fund, which would allow him to profit from a market drop.

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013. Most of us of course lived through that from 2000 through to 2009. That's a long time for a broad based index to not make any progress.

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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. Dune earned her BA at Dartmouth and MBA from Harvard Business School.

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BlueMind

DECEMBER 23, 2022

The Wolf Of Wall Street (2013). In 2013 Bharara led the prosecution of the hedge fund manager Steven A. Therefore, as an advisor, you should be well informed of where you are planning to invest your client’s money. You will Like: How Advisors Deal With High Net Worth Clients. Cohen of S.A.C Capital Advisors.

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Truemind Capital

MARCH 6, 2024

Sebi introduced Registered Investment Adviser(RIA) as a category of intermediaries in 2013 to safeguard the interests of investors. With professional advice, one can better navigate the complexities of the lifelong financial planning process. We did a survey on LinkedIn and asked “Why do you not invest in direct plans of MFs?

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The Irrelevant Investor

MARCH 8, 2022

The S&P 500 has hit new all-time highs every year since 2013. What you do need is a plan. And nobody who's selling all their stocks today has a plan because nobody's plan is to panic sell. If this is how it ends, it's been a helluva ride. 347 in total, including one from earlier in the year.

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Brown Advisory

DECEMBER 5, 2017

Freeman Companies, a Real Estate company established in 1947, that specializes in land acquisition, land planning, development and redevelopment, and the management of award-winning, amenity-rich residential communities, neighborhood shopping centers and commercial properties. Michelle DiFebo Freeman is the owner and CEO of the Carl M.

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Trade Brains

OCTOBER 4, 2023

Top Stocks Held by Quant Small-Cap Fund : Quant Mutual Fund-Quant Small Cap mutual fund product is the Quant Small Cap Fund Direct Plan-Growth. This fund was established on January 1, 2013. Quant mutual fund Quant small cap fund publicly owns 29 stocks with a net worth of over Rs.

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Random Roger's Retirement Planning

MARCH 9, 2025

EBSIX' worst 12 month stretch was a decline of 13% from June 2013 to June 2014. There is no reason anyone trying to implement some variation of this needs to put such a huge weighting into just one fund, EBSIX in this case, for the macro component. While that is not a catastrophic number, it's a visible risk that seems easy to mitigate.

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Random Roger's Retirement Planning

JUNE 16, 2024

Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013. The Nvidia example ties right in with the Fisher quote. Let's look at a couple of stocks compared to the S&P.

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Trade Brains

MARCH 25, 2023

When we take a look at the growth opportunities in this sector their prospects can be viewed in the two plans already put forward by the government. Another government initiative that offers growth potential in the sector is its plan to double the electricity generation capacity of renewable energy. gigawatts (GW) as of July 2020.

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MarketWatch

JUNE 27, 2023

AXP Chief Financial Officer Jeff Campbell plans to retire, and he’ll be succeeded by his deputy, the card giant announced Tuesday. Campbell has served as Amex’s CFO since 2013, bringing past CFO experience at both McKesson Corp.MCK and American Airlines Group Inc. Campbell will leave the CFO post Aug.

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, within the U.S., RITHOLTZ: Right. BITTERLY MICHELL: Exactly.

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