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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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Best Liquid Mutual Funds in India for 2025 – Are You Missing Out?

Trade Brains

This article dives into the top-performing liquid funds this year, and explains why they’re worth considering. Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days.

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2 Stocks to buy now for an upside of up to 23%; Recommended by Trade Brains portal – June 11

Trade Brains

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. At Rs 19,878 crore, net interest income climbed by 27%, and asset quality is significantly increasing.

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12 Highly Liquid Investments To Have

Clever Girl Finance

Articles related to highly liquid investments Meet your financial goals with highly liquid investments! Liquidity means you have a sufficient amount of accessible liquid assets that you can easily convert into cash. E.g., your liquid net worth, when you add all of your liquid assets together and subtract your liabilities.

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Tips to Build Wealth with Patience and Time

WiserAdvisor

Time is another valuable asset in wealth building that allows you to benefit from the magic of compounding. This article discusses the best way to invest 1000 dollars or a similarly small amount and covers some top tips on building wealth with patience and time. The longer your money stays invested, the greater the exponential growth.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Insurance and financial fee deductions Insurance represents a necessary expense for protecting your business assets and operations, with premiums for various types of coverage qualifying as fully deductible business expenses. To maximize tax benefits while maintaining healthy cash flow, businesses should thoroughly understand these options.

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