Steve Sanduski

AUGUST 4, 2022

Organic growth is the lifeblood of a business and without it, you are at the mercy of volatile financial markets. The total US Government Bond market total return for the 5 years ending December 2021 was 19.5%. Simple math says the CAGR of NET NEW ASSETS (i.e., Crunch the Numbers. Here’s how I crunched the data. Revenue Growth.

Math 52

Math Portfolio Numbers Distribution 52

Clever Girl Finance

AUGUST 2, 2022

It’s possible to turn 10K into 100K, but assets need time to appreciate. Let’s look at one tried-and-true way of multiplying your assets: retirement accounts. Real estate also is a good way to diversify so that all your assets aren’t in the stock market. Investing in government bonds is one more way to use your $10,000 or more.

Education 59

Education Retirement Investing Investments 59

The Big Picture

MARCH 5, 2024

They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So they’d give individual asset allocation to people and they’d go invest their money. So it’s, it’s assets like that.

Banking 143

Banking Portfolio Assets Investing 143

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 143

Banking Economics Economy Business Planning 143

Nerd's Eye View

AUGUST 17, 2022

Advisory agreements for SEC-registered RIAs are governed by Section 205 of the Investment Advisers Act of 1940. million under the management of the adviser, or with a total net worth of at least $2.2 Any fees for third-party advisers or subadvisers should also be described in the agreement.

Clients 191

Clients Assets Financial Planning Management 191

Nerd's Eye View

AUGUST 17, 2022

Advisory agreements for SEC-registered RIAs are governed by Section 205 of the Investment Advisers Act of 1940. million under the management of the adviser, or with a total net worth of at least $2.2 Any fees for third-party advisers or subadvisers should also be described in the agreement.

Clients 150

Clients Assets Financial Planning Management 150

Nerd's Eye View

JANUARY 3, 2024

That said, plenty of factors can still impact the economy and markets, including the conflicts in Israel and Ukraine, increased tensions with China, a spiking debt-to-GDP ratio, and chances for a government shutdown. the Magnificent Seven) means that any sort of correction in those names could reverberate through the broader market.

Economics 205

Economics Marketing Marketing Economy 205

The Big Picture

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And you know, Metromedia, great example, they had the valuable assets in the cities.

Investing 130

Investing Investments Assets Insurance 130

James Hendries

OCTOBER 4, 2022

But much of China’s expansion in real estate domestically and abroad was fueled by enormous debt that ultimately led to bailouts and various forms of receivership by the Chinese government. References to markets, asset classes, and sectors are generally regarding the corresponding market index. 10/23).

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. Like the US government has said, north Korea’s nuclear program is partly funded from hacking this Pokemon knockoff game. 00:59:35 [Speaker Changed] The Chinese government has cracked down and there’ve been a number of busts.

Numbers 154

Numbers Banking Accounting Taxes 154