WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Trade Brains

JANUARY 8, 2024

Pilot Project for ‘UPI for Secondary Market’ Recently, NPCI has revealed plans for the upcoming launch of ‘UPI for Secondary Market’ in its Beta Phase, approved by the SEBI and set to commence in the first week of January. The RBI is planning a nationwide rollout of UPI ATMs. 15,000 to Rs.

Banking 102

Banking Accounting Planning Education 102

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. 4275 Cr Opening date 3 April 2024 Closing date 5 April 2024 Face Value Rs. Keep reading to find out!

Government 59

Government Communication Valuation Consulting 59

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Taxes Government 89

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. 401(k) plans ensure consistency in savings by allowing you to invest regularly.

Retirement 52

Retirement Portfolio Investing Investments 52

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. wsj.com) Apple ($AAPL) is planning to launch Stolen Device Protection. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. (visualcapitalist.com) Long technology, short utilities was the trade in 2023.

Financial Advising 215

Financial Advising Media Economy Economics 215

Trade Brains

JANUARY 17, 2024

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs. crore and Rs.

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. Passive activity loss rules: Do you own a rental property?

Tax Planning 52

Tax Planning Taxes Planning Distribution 52

Trade Brains

FEBRUARY 7, 2024

HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. Today we will understand what the company does, its industry, its loan portfolio, and future prospects. HUDCO has given exceptional returns of 333% in the last year.

Budgeting 64

Budgeting Planning Government Portfolio 64

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Financial Advisor 202

Financial Advisor Financial Planner Insurance Clients 202

Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. By enrolling in this course, you will understand how to plan and invest in mutual funds by yourself. You can enroll in the course here. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Trade Brains

MARCH 3, 2024

Operating Profit Margin 7.00% Net Profit Margin 2.50% Fundamental Analysis Of Shakti Pumps: Future Plans The company has a plan to continuously provide innovative solutions through its advanced R&D support. Implementation of the Uganda project has started which aligns with the green energy plans in Africa. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Calculated Risk

MARCH 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Holds Steady at 0.22% in February The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of February 29, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Portfolio 60

Portfolio Planning Taxes Numbers 60

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 56

Numbers Planning Portfolio Marketing 56

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 60

Portfolio Planning Economics Numbers 60

Trade Brains

JANUARY 29, 2024

The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. SJVN SJVN intends to diversify its portfolio by undertaking various projects as part of the government’s 24/7 electricity initiative. EPS (TTM) ₹ 0.41 ₹ 2.84

Planning 111

Planning Government Accounting Transportation 111

Trade Brains

DECEMBER 4, 2023

The article concludes with a highlight of future plans and a summary. However, it is expected to increase sharply in 2024 to 3.2%. Future Plans Of Gujarat Pipavav Port So far we looked at the previous fiscals’ data for our fundamental analysis of Gujarat Pipavav Port. in 2023, which is lower than its 12-year average of 2.7%.

Planning 111

Planning Commission Economy Taxes 111

Trade Brains

FEBRUARY 14, 2024

Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability. The railway sector in India aims to contribute about 1.5% Stock P/E (TTM) 49.73

Planning 105

Planning Manufacturing Transportation License 105

Don Connelly & Associates

JANUARY 15, 2024

Going into 2024, the market will keep investors guessing, which is why helping your client maintain a long-term perspective is essential. The post 6 Essential Investment Tenets to Instill in Your Clients for 2024 appeared first on Don Connelly & Associates. We can't know what stocks will do today, next week, or next month.

Clients 52

Clients Investing Investments Marketing 52

Trade Brains

MARCH 8, 2024

Having orchestrated more than 3000 events and exhibitions in India and abroad, Praveg has become a service powerhouse with a diversified portfolio encompassing exhibition management, event management, tourism and hospitality, and publication. Key Metrics Particulars Amount Particulars Amount CMP ₹ 919.75 Market Cap(Cr) ₹ 2,011.83cr EPS 9.43

Planning 59

Planning Economy Management Portfolio 59

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

The Big Picture

DECEMBER 1, 2023

Vox ) • New Billionaires Are Inheriting More Wealth Than Creating It — And Shaking Up Portfolios : Over the coming decades, about a thousand billionaires will pass on an estimated $5.2 trillion and the inheritors have their own plans for those assets. DFA’s push into ETFs has been more successful than even they expected.

Assets 231

Assets Retail Management Retirement 231

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. Best Financial Markets To Trade in 2024 1.

Financial Market 59

Financial Market Marketing Marketing Banking 59

Trade Brains

DECEMBER 7, 2023

The article concludes with a highlight of future plans and a summary. India’s pharmaceutical sector is projected to be worth US$65 billion by 2024 and US$130 billion by 2030. Future Plans Of Aurobindo Pharma So far we looked at the previous fiscals’ data for our fundamental analysis of Aurobindo Pharma. 20 2022 -0.1

Pharmaceutical 59

Pharmaceutical Planning Manufacturing Medical 59

Trade Brains

JUNE 25, 2023

A highlight of the future plans of the company and a summary conclude the article at the end. Future Plans of Tata Chemicals So far we looked at the previous fiscals’ data for our fundamental analysis of Tata Chemicals. Are the future plans already discounted in the present price and past 200% growth? 25,395 EPS ₹90.90

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Numbers 52

Trade Brains

NOVEMBER 21, 2023

The course suits beginner to advanced-level learners and covers topics on types of charts, candlestick patterns, leading & lagging indicators, risk management, trade setups, strategies, psychology, and trading plans. The post 7 Best Technical Analysis Courses in 2024 – Top Online Trading Courses appeared first on Trade Brains.

Risk Management 98

Risk Management Education Certification Management 98

Nerd's Eye View

FEBRUARY 6, 2024

What's unique about David, though, is that through his 8 years building Element Pointe and focusing exclusively on high and ultra-high-net-worth clients, he and his partner Carlos Dominguez have created an Equity Appreciation Rights plan to enable the members of their team to participate in the growth of the firm, and key team members can then use (..)

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Trade Brains

JULY 1, 2023

Moving on we shall analyze the financials of the company, go through the future plans of the company, and finally let’s conclude with a brief summary. It has many plans in the future to expand its operations wide and forth. It has many plans in the future to expand its operations wide and forth.

Planning 98

Planning Sales Transportation Marketing 98

MainStreet Financial Planning

DECEMBER 20, 2023

One area that often gets overlooked in the midst of planning is reviewing your financial habits and goals, so I’ve put together a short list of 3 areas to review before January. If you are unsure if your portfolio aligns with your risk tolerance, time horizon and goals, reach out to us at Mainstreet and we would be happy to help!

Risk Tolerance 90

Risk Tolerance Budgeting Asset Allocation Portfolio 90

Trade Brains

JANUARY 11, 2024

In the Fundamental Analysis of High Energy Batteries, we analyze their business, industry landscape, financials, plans, and more. By 2024-25, the government hopes to achieve defense manufacturing worth Rs. The post Fundamental Analysis of High Energy Batteries – Future Plans & More appeared first on Trade Brains.

Planning 59

Planning Manufacturing Government Accounting 59

Trade Brains

JANUARY 25, 2024

Transformers, switchgear, circuit breakers, network protection and control gear, project engineering, HT and LT motors, drives, power automation products, and turnkey solutions in these areas are all part of the company’s portfolio, which improves many aspects of industrial and personal life. Tube Investments of India Ltd.

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

NOVEMBER 17, 2023

The topics covered in this course are understanding the securities market, types of securities, primary markets, secondary markets, mutual funds, derivative markets, and financial planning. In Closing In this article, we explored the best stock market courses in 2024 for Indian markets.

Marketing 59

Marketing Marketing Certification Risk Management 59

Integrity Financial Planning

NOVEMBER 14, 2023

1] This can be something you do as part of your estate plan. In that case, you can make a gift of $17,000 in the final days of 2023, then make another in the early days of 2024 under the new 2024 gift tax limit, essentially allowing you to donate twice the amount you could have during any other part of the year.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Trade Brains

JANUARY 31, 2024

The revenue has been increasing consistently and REC’s loan portfolio was categorized as 39% into generation projects, 11% into transmission projects, 37% into distribution projects, 7% into renewable energy projects, and 6% in STL/RBPF as of March 31, 2023. percent from ₹ 39269 Crores to ₹ 39478 Crores from FY22 to FY23 respectively.

Planning 59

Planning Government Distribution Economics 59