Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.

Portfolio 83

Portfolio Investing Investments Assets 83

Trade Brains

SEPTEMBER 22, 2023

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. percent and 92.78 percent respectively. percent and 216.1

Marketing 59

Marketing Marketing Numbers Economy 59

Abnormal Returns

DECEMBER 28, 2022

awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. Personal finance Nobody knows what is going to happen in the stock market next year. flowfp.com) The more you know about money, the less you need to think about it.

Taxes 208

Taxes Numbers Portfolio Marketing 208

Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say.

Numbers 63

Numbers Portfolio Math Portfolio Management 63

The Big Picture

DECEMBER 11, 2023

1 But since a spokesperson for the NRF admitted they had to remove content from its report on organized retail crime (report from April 2023, produced with hired gun K2 Integrity), I have begun to rethink that. They all have agendas, none of which include the well-being of your portfolios.

Retail 352

Retail Accounting Sales Numbers 352

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 223

Media Financial Advising Retail Economy 223

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 237

Financial Planner Fee Only Clients Investing 237

Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. You must start taking Required Minimum Distributions at 73 (2023), how will you minimize the tax bite there?

Retirement 98

Retirement Portfolio Investing Investments 98

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 187

Financial Planner Numbers Clients Wealth Management 187

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Calculated Risk

JUNE 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.49% in May The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.51% of servicers’ portfolio volume in the prior month to 0.49% as of May 31, 2023.

Portfolio 98

Portfolio Numbers Planning Marketing 98

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares. How stocks and bonds tend to perform following their biggest down years.

Financial Planner 166

Financial Planner Retirement Planning Compliance Retirement 166

Abnormal Returns

FEBRUARY 13, 2023

mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) riaintel.com) RIA organizations are lining up against the SEC's proposed outsourcing rule.

Clients 203

Clients Retirement Financial Services Taxes 203

Calculated Risk

SEPTEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.33% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.39% of servicers’ portfolio volume in the prior month to 0.33% as of August 31, 2023.

Portfolio 121

Portfolio Planning Numbers 121

Trade Brains

AUGUST 25, 2023

Highest Paid CEOs in India 2023 : Top executives in India receive astronomical salaries that significantly exceed the average compensation of their workforce. Highest Paid CEOs in India 2023 #2 – Salil Parekh Salil Parekh Chief Executive Officer of Infosys Sail Parekh is a Chief Executive Officer and Managing Director at Infosys Ltd.

Management 52

Management Consulting Numbers Portfolio 52

Calculated Risk

APRIL 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.55% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from 0.60% of servicers’ portfolio volume in the prior month to 0.55% as of March 31, 2023.

Portfolio 92

Portfolio Numbers Planning 92

Random Roger's Retirement Planning

NOVEMBER 29, 2023

Number 5 is very important for my volunteer gig as fire chief. Number 3 resonates. That's not one I'd ever heard from Munger before but this is something we talk about here all the time related to portfolio construction. Back to Ramp's list, number 2 has the most meaning for me.

Portfolio 40

Portfolio Numbers Financial Planning Investing 40

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 74

Portfolio Numbers Planning Taxes 74

Calculated Risk

OCTOBER 16, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.31% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 2 basis points from 0.33% of servicers’ portfolio volume in the prior month to 0.31% as of September 30, 2023.

Portfolio 58

Portfolio Numbers Insurance Planning 58

Calculated Risk

DECEMBER 19, 2022

From the MBA: Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained flat relative to the prior month at 0.70% as of November 30, 2022. emphasis added Click on graph for larger image.

Government 136

Government Portfolio Planning Numbers 136

Nationwide Financial

JANUARY 3, 2023

in November and a wide gap between the number of job openings and unemployed persons seeking work, roughly two-to-one, according to the most recent data release. As the latest inflation readouts are nowhere near that target, more rate hikes from the Fed are expected in 2023, although at a slower pace than seen in 2022.

Economics 59

Economics Marketing Marketing Economy 59

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 186

Financial Planner Asset Allocation Clients Risk Management 186

Calculated Risk

JANUARY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.23% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.26% of servicers’ portfolio volume in the prior month to 0.23% as of December 31, 2023.

Portfolio 61

Portfolio Government Planning Numbers 61

Trade Brains

NOVEMBER 21, 2023

In 2023, the RBI imposed monetary penalties on eight government banks, adding up to Rs. The post 8 Major Government Banks Received Penalties by RBI in 2023 – Check the details! Lately, the Reserve Bank of India (RBI) has been taking strict action and undertaking a comprehensive review for violations of various regulatory norms.

Government 59

Government Banking Compliance Accounting 59

Calculated Risk

MARCH 20, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.60% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.64% of servicers’ portfolio volume in the prior month to 0.60% as of February 28, 2023.

Portfolio 115

Portfolio Government Planning Banking 115

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

MainStreet Financial Planning

DECEMBER 20, 2023

Here is a list of some of the current best HYSA’s as of December 2023. Factors to consider would include – job changes, a change in the number of dependents, or a change in the number of breadwinners. Consider whether you should increase the target goal for your emergency fund.

Risk Tolerance 79

Risk Tolerance Budgeting Asset Allocation Portfolio 79

The Big Picture

JANUARY 14, 2024

Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S. set an unwelcome record for weather and climate disasters in 2023, with 28 disasters that exceeded more than US$1 billion in damage each.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Trade Brains

DECEMBER 13, 2023

The year 2023 marks the return of TATA Group stocks in the primary market with the Tata Tech IPO after nearly 20 years. What do the numbers tell about IPOs? The year 2023 stands out as a record-breaking year with the highest number of IPOs in a decade. 2023 46 4.93 1200 on the NSE against an issue price of Rs.

Numbers 64

Numbers Retail Startup Investing 64

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. It is an algo trading platform aiming to make AI-driven, high-quality analytics available to the maximum number of users. It is a Swiss company that has developed beginner-friendly algorithmic trading software.

Assets 111

Assets Planning Financial Market Retail 111

Random Roger's Retirement Planning

JANUARY 24, 2023

Portfolios are composed of individual issues, narrower ETFs and a couple of mutual funds that offer a strategy where I think that wrapper is better than an ETF. Some allocation to equities is always going to be part of the portfolio. How can they be in face of rebalancing at some frequency or in the face of life changes?

Management 68

Management Portfolio Accounting Retail 68

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 58

Portfolio Planning Economy Economics 58

WiserAdvisor

JANUARY 8, 2023

However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. So, they can be one of the best investments in 2023 to tackle inflation.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Trade Brains

JUNE 23, 2023

Profits for 2023 were ₹2,177 crores and FY22 saw the company earn ₹12,243 crores in net profits. percent, putting it at the number 2 spot on our list of best dividend stocks under Rs 100. The post Best Dividend Stocks Under Rs 100 in 2023 For Steady Income appeared first on Trade Brains. .) ₹ 35,241 EPS ₹ 5.27 Stock P/E 17.5

Government 98

Government Distribution Sales Marketing 98

Calculated Risk

JANUARY 23, 2023

From the MBA: Share of Mortgage Loans in Forbearance Remains Flat at 0.70% in December The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained flat relative to the prior month at 0.70% as of December 31, 2022. emphasis added Click on graph for larger image.

Portfolio 101

Portfolio Planning Numbers 101

Calculated Risk

JULY 17, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.44% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 5 basis points from [0.49%] of servicers’ portfolio volume in the prior month to [0.44%] as of June 30, 2023.

Portfolio 52

Portfolio Planning Numbers 52