Investment Writing

JUNE 18, 2025

More importantly, as an investment advisor I know that my clients will not put a lot of time into reading these letters. As an investment manager researcher, I read numerous quarterly commentaries from our sub advisors. Note: This post originally appeared in 2021 and was edited on June 1, 2014, and June 18, 2024.

Investing 52

Investing Investments Clients Management 52

BlueMind

NOVEMBER 24, 2022

Registered Investment Advisors versus Broker-Dealers The bigger the wealth, the more complicated it is to manage it. Over the recent years, these clients are more inclined to prefer registered investment advisors (RIA) over broker-dealers to manage their affluence, and understandably so.

Clients 98

Clients Insurance Financial Advisor Assets 98

Cornerstone Financial Advisory

OCTOBER 31, 2022

Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Job openings declined to their lowest level since March 2021, though they remained above pre-pandemic levels. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Food 105

Trade Brains

JUNE 12, 2025

With online grocery sales up 170 percent in 2021 and frozen food sales surging 75 percent online in 2020, platforms like Amazon and Walmart have become crucial to distribution. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Food 52

Food Sales Distribution Investment Advisor 52

Trade Brains

JUNE 19, 2025

has a strong track record, having completed 18 projects since April 2021. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Its current order book stands at Rs 2,236.4 About: Trade Brains Portal is a stock analysis platform.

64

64

Cornerstone Financial Advisory

JANUARY 29, 2024

on an annualized basis—its lowest level since March 2021. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 4, 2024

The Nasdaq bobbed around the 16,000 level for most of the week before posting consecutive record highs on Thursday and Friday, surpassing its 2021 record. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 6, 2023

.” – John Cena Don’t Miss Out On The 2021 Child Tax Credit Did you know that not just biological parents are eligible for the 2021 child tax credit? In 2021, the IRS expanded the child tax credit. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Random Roger's Retirement Planning

MAY 11, 2023

If we stopped the study at the end of 2021 then Portfolio 1's CAGR lags 60/40 by 1.46% but Portfolio 1 would have kept it's lower standard deviation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time.

Wealth Advisor 75

Wealth Advisor Portfolio Numbers Investments 75

Indigo Marketing Agency

JUNE 20, 2024

There are more than a few reasons to look forward to 2021. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. What The Statistics Say Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.

Financial Advisor 40

Financial Advisor Wealth Advisor Clients Numbers 40

Trade Brains

AUGUST 22, 2022

Indian domestic air travel passenger is expected to grow at a CAGR of around 36% and surpass 280 million between 2021-2025. The international Indian air travel market is expected to almost grow at 31% CAGR between 2021-2025. Book Running Lead Managers: Equirus Capital Private Limited and Motilal Oswal Investment Advisors Limited.

Banking 52

Banking Accounting Numbers Sales 52

Bell Investment Advisors

FEBRUARY 2, 2022

Remarkably tame market conditions in 2021 add a sting to January’s volatility. On average, the market experiences at least one correction each calendar year, but 2021 did not present one. during 2021, the largest annual increase since 1984. The post A Correction Deferred appeared first on Bell Investment Advisors.

Investment Advisor 40

Investment Advisor Marketing Marketing Economy 40

Cornerstone Financial Advisory

DECEMBER 12, 2022

Though wholesale prices inflation rose at the slowest 12-month pace since May 2021, they exceeded market expectations. Yoga Basics, March 11, 2021. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Trade Brains

AUGUST 31, 2022

As of June 30, 2021, the bank has 509 branches, of which 106 branches are rural, 247 in semi-urban, 80 in urban, and 76 in metropolitan centres with an overall customer base of approximately 4.93 billion as of March 2021. The bank caters to micro, small and medium enterprises (“MSME”), agricultural and retail customers (“RAM”).

Banking 52

Banking Retail Accounting Management 52

Trade Brains

OCTOBER 28, 2024

Moreover, she invested ₹4.95 Furthermore, her investment multiplied to ₹54 crore when Nykaa went public in November 2021. Initially, she invested ₹2.04 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Investing 52

Investing Investments Engineering Investment Advisor 52

Conneqtor

SEPTEMBER 7, 2022

Becoming an independent financial advisor and starting your own RIA isn’t all easy. As someone who did it myself back in 2021 the journey, process, and good & bad of… Read More » But it can also be one of the best decisions you can make if going independent is the best thing for you and your clients.

Financial Advisor 52

Financial Advisor Clients Financial Planning Investment Advisor 52

BlueMind

JULY 15, 2022

Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different. Fenergo’s research indicates that Europe, the Middle East, and the African region saw an increase in the value of financial penalties from just over $1bn in 2020 to $3.4bn in 2021.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Bell Investment Advisors

JANUARY 4, 2022

To close 2021, investors cheered on the new year. The bond market gave investors less to cheer about in 2021. The post Continued Recovery Leads to Strong December appeared first on Bell Investment Advisors. Measured by the MSCI ACWI, global equity markets gained about 19% for the year. As measured by the Bloomberg U.S.

Assets 40

Assets Investment Advisor Retail Economics 40

Trade Brains

SEPTEMBER 23, 2023

crores in March 2021 to ₹1,216.95 crores in March 2021 to ₹2,112.09 crores in March 2021 to ₹34.61 This market is further expected to grow at a CAGR of 15.3% until FY28 and will reach a market value of ₹14,477.6 crores in March 2023. Their revenues also follow a similar trend, nearly doubling from ₹1,216.35 crores in March 2023.

B2B 59

B2B Management Marketing Marketing 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Compared to November-December 2021, sales increased by 5.3%, below the 6 to 8% increase expected by The National Retail Federation. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 59

Marketing Marketing Economics Taxes 59

Bell Investment Advisors

NOVEMBER 6, 2023

First, this is a degree of expansion that is approximately double any quarterly growth rate seen since the post-COVID rebound of 2020 to 2021. The post The Economy vs. Interest Rates appeared first on Bell Investment Advisors. This result is remarkable for two reasons. As always, we will continue to monitor evolving conditions.

Economy 52

Economy Economics Numbers Investment Advisor 52

Cornerstone Financial Advisory

JULY 11, 2022

IRS.gov, July 30, 2021. verywellmind.com, August 6, 2021. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

ClearMoney

DECEMBER 5, 2021

US Department of the Treasury (2021). General government debt from OECD (2021). Central government debt from International Monetary Fund (2021). Central government debt from International Monetary Fund (2021). Using data from International Monetary Fund (2021). Source: International Monetary Fund (2021).

Government 52

Government Commission Economics Distribution 52

Bell Investment Advisors

DECEMBER 9, 2022

16, 2021 piece for The New Yorker, Covid forced American office workers to retreat to their high-tech cabins at home, to “their own Zoom-equipped versions of Walden Pond”. 2021 revealed 5.4 appeared first on Bell Investment Advisors. As Cal Newport put it in his Nov. of all employees in the U.S.

Economy 52

Economy Economics Investment Advisor Accounting 52

Trade Brains

OCTOBER 27, 2023

crore in March 2021 to ₹1,796.6 The net worth of the company nearly doubled within two years, rising from ₹289 crore in 2021 to ₹665 crore in 2023. Despite the growth, the company’s borrowing remained stable at around ₹334-335 Cr between 2021 and 2023. crore in March 2023.

Distribution 59

Distribution Retail Manufacturing Portfolio 59

Trade Brains

DECEMBER 20, 2022

The company is one of the largest players in the RCM segment in terms of network locations or touch points served as of July 31, 2021. Billion in FY 2021. Billion in FY 2021 and is projected to reach a market size of Rs 14.2 Meanwhile, the ATM cash management market size in India is estimated at a size of Rs 14.3 Promoters: Col.

Management 52

Management Retail Banking Clients 52

Midstream Marketing

MARCH 21, 2023

This could be a potential goldmine for scheduling consultations with quality prospects ready to talk to an advisor. Can independent registered investment advisors get into the Google Local Pack? There are a couple things you can do to get started.

Financial Advisor 52

Financial Advisor Investment Advisor Consulting Advertising 52

Cornerstone Financial Advisory

AUGUST 14, 2023

Core CPI (excludes food and energy) was particularly encouraging, rising at the slowest rate since October 2021. tied for the lowest since January 2021. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

ClearMoney

DECEMBER 5, 2021

1US Department of the Treasury (2021). 3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 7Using data from International Monetary Fund (2021). Source: International Monetary Fund (2021).

Government 52

Government Commission Economics Distribution 52

Trade Brains

JULY 29, 2023

crores in March 2021 to ₹4,942.8 This means the company is managing a larger pool of assets, such as loans, investments, and other financial products, indicating an expansion in business Their revenues follow a similar trend, it has increased from ₹511.53 crores in March 2021 to ₹740.36 crores in March 2021 to ₹149.74

Assets 52

Assets Banking Numbers Sales 52

FMG

MAY 22, 2023

So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

Cornerstone Financial Advisory

JANUARY 30, 2023

Medical News Today, February 18, 2021 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 3, 2023

There are a few requirements to qualify for the PTC, including: Having a household income within a certain range (If you or your spouse received unemployment compensation for any week beginning during 2021, your household income is considered to fall within this range.). a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

DECEMBER 17, 2023

crores in March 2021 to Rs.1196.53 crores in March 2021 to Rs.208.70 Happy Forgings IPO – Financial Highlights If we look at the financials of Happy Forgings we notice that the company’s operating revenues have grown from Rs. crores in March 2023. Their profits have grown from Rs.86.44 crores in March 2023. crores and Rs.119.29

Manufacturing 59

Manufacturing Engineering Marketing Marketing 59

WiserAdvisor

MAY 31, 2022

According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 In 2021, over 2.8 million Americans in 2021. Imposter scams in the country were one of the most prevalent forms of fraud in 2021, where a typical victim lost about $1,000. Apart from these, investment frauds are also quite common.

Investing 52

Investing Investments License Accounting 52

Cornerstone Financial Advisory

JUNE 24, 2024

In 2021, the standard mileage rate is 56 cents per mile. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The second entails using the standard mileage rate, which is a rate calculated to represent gas and some of the above factors.

Marketing 52

Marketing Marketing Economics Taxes 52