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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions.

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10 Weekend Reads

The Big Picture

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Here on Earth, there was a 1.7

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Member Spotlight: Brandon Chambers, LUTCF – A Purpose-Driven Career

NAIFA Advisor Today

Brandon Chambers didnt follow a traditional path into the financial services industry. With a leap of faith and a desire to serve others more meaningfully, Brandon entered the profession in 2017 and hasnt looked back.

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The State of the Financial Services Industry

The Irrelevant Investor

(Full disclosure, Ritholtz Wealth Management has 7 Certified Financial Planners on staff) According to the journal, "The Board tells financial planners $145 of their $355 annual certification fee goes to a public-awarezness campaign, which in part promotes the LetsMakeAPlan.org site. There is still time to get your ticket here.

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Why did Reliance stock fall by 50%?

Trade Brains

Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65. The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure.

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3 simple, low-cost ways to connect with potential clients

Million Dollar Round Table (MDRT)

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. This was excerpted from “ 10 steps to effective prospecting ” (MDRT member exclusive) in the the January/February 2017 issue of Round the Table. By Thomas F.

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When Should the New Yew York Department of Financial Services have Rehabilitated American Transit Insurance?

Aleph

In their 2018 MD&A, they said: “The Company has rejected the reports for December 31, 2018 and 2017 from its independent actuary. The actuary has estimated that the Company’s reserves for unpaid losses and loss adjustment expenses as of December 31.