Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. How do call options work in a IUL policy? The policyholder pays a premium.

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Sara Grillo

JANUARY 9, 2023

Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread. Client advocacy.

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Indigo Marketing Agency

AUGUST 11, 2020

If you’ve spent any time on my website or reading my blogs, you know I really like webinars. Way back when I was working at one large marketing firm serving advisors, I ran a statistical analysis to see which efforts correlated most with new sales revenue. So, why are webinars so powerful? Here are six reasons. .

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Clever Girl Finance

JULY 12, 2023

If you’re a job seeker looking for a way to make money, get paid what you deserve , and achieve job growth, one of these jobs that pay well without a degree might be right for you. Just because you didn’t go to college doesn’t mean you are limited in your earning options. Can I find jobs that pay well without a degree?

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Indigo Marketing Agency

AUGUST 24, 2020

Are These 5 Marketing Services Draining Your Budget Dry? Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. You need a website. You need SEO. But you shouldn’t pay over $10,000 a year for these services. You’ll only pay a one-time fee of $1,499.

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Clever Girl Finance

SEPTEMBER 25, 2023

Are you keen to hear ideas for how to make money as a teenager? You’ve come to the right place! You have things to pay for, such as clothes, entertainment, going out with your friends, and let’s not forget gas or transportation. And perhaps savings for the big goals you have for yourself as a teenager.

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WiserAdvisor

MAY 31, 2022

Financial frauds are more common than you think. You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. In some cases, they might give you an instant answer to justify their point. In 2021, over 2.8

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Cordant Wealth Partners

NOVEMBER 20, 2020

However, despite the unpredictability of the future, there comes a time when we must place our bets and choose a direction—Ideally, one that tips the odds in our favor. You should think about that opportunity as skeptically as a bank underwriter would when approving a loan.

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Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. There are a variety of reasons why progress on tax reform has lacked urgency until recently. 2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. Since last year’s U.S.

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Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner?

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Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. Back then, if students looked like they were zoning out, your teacher might have told you “pay attention, this will be useful to you later.” Table of contents What is a personal finance ratio?

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Brown Advisory

JUNE 12, 2017

Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their seven decades of business experience. Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their seven decades of business experience. annualized compared with 6.9%

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Brown Advisory

JUNE 12, 2017

Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their seven decades of business experience. Listening to Buffett and Munger, you get a course in business, investing and decision-making drawn from their seven decades of business experience. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) The debated methods can only discern pervasive factors that affect a large proportion of securities, or beta. We are surprised neither about the longevity of this debate nor the lack of a satisfying conclusion.

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) The debated methods can only discern pervasive factors that affect a large proportion of securities, or beta. We are surprised neither about the longevity of this debate nor the lack of a satisfying conclusion. Using ESG Information to Drive Alpha.

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Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where should you start?

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FMG

NOVEMBER 1, 2023

Site visitors want to be greeted by a website that not only functions well but looks pleasing to the eye. Navigation should be intuitive, and pages should be labeled properly. Follow the 5-Second Rule Just over half of website visitors spend less than 15 seconds on a page before leaving. For example, Let’s Plan!

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Brown Advisory

JUNE 13, 2022

For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth transition and a successful, long-term, collaborative partnership. The most efficient ICs typically have five to 12 seats.

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Brown Advisory

JUNE 13, 2022

For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth transition and a successful, long-term, collaborative partnership. The most efficient ICs typically have five to 12 seats.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Good Financial Cents

OCTOBER 20, 2022

It’s one reason that real estate crowdfunding platforms have grown in popularity in the last few years. When you think of crowdfunded real estate investing, Fundrise may come to mind. Table of Contents Why Did Fundrise Become So Popular? Why Did Fundrise Become So Popular? You can read our full Fundrise review here.

Investing 72

Investing Investments Portfolio Management 72

Cordant Wealth Partners

AUGUST 25, 2021

In this post, we’ll outline everything you need to know about diversifying a concentrated stock position. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio. This is, as you would imagine, a good problem to have. But they don’t know how to start. A Rule of Thumb.

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The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I think you’ll enjoy it. You’re listening to Masters of Business on Bloomberg Radio. The transcript from this week’s, MiB: David Layton, CEO of Partners Group , is below.

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Sara Grillo

MARCH 16, 2024

Will you join us? Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. If you feel you are called to this mission, join the Immersion. And so you ask: What’s an “Immersion”? Short, engaging presentations – to the point before you fall asleep!

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The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: It’s great to have you. You guys did a nice job, and that was, I don’t know, 12 years ago? RITHOLTZ: So there you go. We retained your firm.

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The Big Picture

FEBRUARY 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Really a masterclass in how monetary policy is not only made but executed and put into actual operations. It, 00:01:11 [Barry Ritholtz] It’s great to have you. It’s microeconomics.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

APRIL 2, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He won the Nobel Prize in 2015 for his work on consumption, poverty, welfare wealth and health inequality. We, only got to scratch the surface on some of them. What a delight.

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The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. This is a little off of our regular format, only because Howard and I know each other for forever. So you can imagine that first check multiplied a little bit from 2014 or so.

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