Zoe Financial

JUNE 6, 2023

One of my clients enrolled in a university aviation program to get his pilot license. Some other ideas are to keep it on the sidelines if your child decides to attend graduate school or a professional certificate program. For starters, you can save money in a regular taxable investment account.

Education 52

Education Taxes Financial Advisor Planning 52

Sara Grillo

AUGUST 14, 2023

Researching costs of investments, services, and products rendered to the client Assessing if risk is reasonable for the client Assessing if performance expectations are reasonable for the client But these are all loose definitions. The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

DECEMBER 5, 2022

another government company tasked with the licensed manufacturing of aircraft. In addition to manufacturing, the company provides maintenance, repair and overhaul services (MRO division) for indigenous and licensed manufactured aircraft and helicopters. In 1951, the company was brought under the purview of the Ministry of Defence.

Planning 52

Planning Manufacturing License Government 52

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers. Read More.

Ethics 185

Ethics Financial Advice CFP Financial Advisor 185

Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. ETFS can be thought of as a wrapper around an investment strategy.

Financial Advisor 59

Financial Advisor Assets Management License 59

The Better Letter

FEBRUARY 8, 2024

If he had a pilot’s license, we’d suspend that. Education is an abstraction, he said; it’s about certificates and accreditation. As Charley Ellis famously established , investing is a loser’s game much of the time – with outcomes dominated by luck (rather than skill) and high transaction costs.

Numbers 91

Numbers Education Management Math 91

Trade Brains

JANUARY 26, 2024

Key Players The Company has only one listed peer which is E-Mudhra Ltd, which is a licensed authority which is involved in issuing digital signature certificates under the e-Mudhra brand. 256, the Company was valued at a PE of 103x and this IPO has given 75% returns to shareholders since listing in June 2023. Investment Rs.

Government 59

Government Commission Banking Education 59

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. Investing for speculation.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 130

Sales Numbers Taxes Marketing 130