Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner 202

Financial Planner Financial Advisor Tax Planning Clients 202

Dear Mr. Market

AUGUST 23, 2024

Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. Today, we dive into six promising alternatives: YNAB (You Need A Budget), PocketGuard, EveryDollar, Goodbudget, Honeydue, and NerdWallet.

Budgeting 111

Budgeting Education Financial Planning Management 111

Wealth Management

JULY 18, 2023

Thursday, August 17, 2023 | 2:00 PM ET

Budgeting 244

Budgeting 244

Abnormal Returns

MAY 21, 2025

paulkrugman.substack.com) What happens to the budget (and yields) if we have a recession? axios.com) The proposed budget does little to address entitlement spending. (theverge.com) Economy The bond market is not having it. bonddad.blogspot.com) Rising Treasury yields hold all kinds of risks.

Math 194

Math Budgeting Startup Media 194

Trade Brains

JUNE 7, 2025

India’s defence sector is set for a massive expansion by 2047, with the total defence budget expected to soar to Rs. The report also mentioned that a key focus of the upcoming defence strategy is to increase the share of capital expenditure in the total budget. lakh crore. That’s nearly five times the current allocation of Rs.

Budgeting 105

Budgeting Electronics Manufacturing Engineering 105

Clever Girl Finance

AUGUST 21, 2024

Setting a budget might sound about as fun as doing your taxes, but trust me, it doesn’t have to be a drag! Whether you’re just starting out or need a little refresher, let’s break down the key factors you should consider when setting a budget! Adjust as your budget as needed 7. What are necessities in a budget?

Budgeting 98

Budgeting Planning Retirement Transportation 98

Nerd's Eye View

JANUARY 24, 2025

Read More.

Financial Planner 245

Financial Planner Asset Allocation Clients Commission 245

Clever Girl Finance

SEPTEMBER 5, 2024

But once I discovered the magic of budget templates, everything changed. Table of contents What is a budget template? The Best budget templates: Spreadsheets The Best budget templates: Apps Expert Tip: Find a budget template that works for you What are some key features to look for in a budget template?

Budgeting 98

Budgeting Accounting Management Banking 98

The Big Picture

MARCH 14, 2025

Senate Budget Committee, and was senior economic adviser for Bernie Sanders 2016 and 2020 presidential campaigns. In addition to her work in academia, Stephanie has held numerous roles in the political sphere. She served as chief economist on the U.S.

Economics 200

Economics Budgeting Economy 200

Wealth Management

MARCH 20, 2024

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

Insurance 317

Insurance Budgeting Retirement Management 317

Clever Girl Finance

FEBRUARY 11, 2025

If you’re thinking about using the cash envelope system to budget effectively, having the right cash envelope wallet is key. A well-organized wallet makes it easy to divide, access, and track your cash, helping you stay committed to your budgeting goals. The cash envelope system essentially puts you on a cash budget.

Budgeting 76

Budgeting Numbers Management Insurance 76

Clever Girl Finance

JULY 13, 2024

The 60/30/10 budget turns the traditional rules of budgeting upside down. Instead of focusing on discretionary spending, this budgeting rule emphasizes sprinting toward our financial goals. And although the 60/30/10 rule budget won’t work for everyone, many could use it to take their finances to the next level.

Budgeting 98

Budgeting Transportation Retirement Food 98

Wealth Management

OCTOBER 9, 2023

Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.

Budgeting 312

Budgeting 312

Wealth Management

OCTOBER 19, 2023

The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.

Budgeting 312

Budgeting 312

Abnormal Returns

JANUARY 8, 2025

peterlazaroff.com) Katie Gatti Tassin talks with Dana Miranda author of "You Don't Need a Budget." (youtube.com) Peter Lazaroff on the need for professional help in retirement planning.

Retirement Planning 147

Retirement Planning Budgeting Financial Planning Retirement 147

Dear Mr. Market

DECEMBER 31, 2024

Create or Refresh Your Budget Think of your budget as the foundation of your financial house. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone. Heres your top 10 financial planning checklist for the new year. Read more : 42% More Likely to Succeed? Ready to Tackle 2024?

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

The Big Picture

MARCH 24, 2025

The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.”

Government 310

Government Economy Investments Investing 310

Wealth Management

DECEMBER 7, 2023

A final rule meant to “standardize” climate-related disclosures for issuers could also come in the spring, according to the White House Office of Management and Budget.

Budgeting 296

Budgeting Management 296

Wealth Management

APRIL 11, 2024

The Office of Management and Budget is concluding its final meetings with the rule’s opponents, while House Democrats signaled their support in a letter this week.

Budgeting 290

Budgeting Management 290

The Big Picture

MARCH 7, 2025

Senate Budget Committee, and was named by Politico as one of the 50 people most influencing the policy debate in America, and one of Barrons top 100 Women in Finance.Her book “ The Deficit Myth ” became an instant New York Times bestseller. Previously, she was Chief Economist on the U.S.

Economics 162

Economics Budgeting Government Consulting 162

Wealth Management

JANUARY 9, 2024

that have recently cut jobs and redirected budgets. BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc.,

Budgeting 283

Budgeting Management 283

Wealth Management

FEBRUARY 23, 2024

Also, Advzyon and Apex announce integrations and AssetMark boosts it 2024 tech budget by $15 million.

Budgeting 278

Budgeting Investing Investments 278

MainStreet Financial Planning

JANUARY 10, 2025

Create a Realistic Budget A budget is telling your money where to go instead of wondering where it went, says leadership coach and author, John Maxwell. A well-crafted budget isnt about restriction; its about making sure every dollar works toward your bigger financial goals. When you write your goals, you commit to them.

Budgeting 95

Budgeting Planning Retirement Financial Planning 95

Abnormal Returns

MARCH 14, 2025

fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute. (podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier."

Budgeting 147

Budgeting Economy Taxes Economics 147

Wealth Management

MARCH 30, 2023

The SEC chair testified before a House Appropriations Subcommittee on the commission’s FY24 budget request.

Budgeting 264

Budgeting 264

Abnormal Returns

JANUARY 15, 2025

theatlantic.com) Five insights from Dana Miranada's new book, "You Dont Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease." (bestinterest.blog) Wealthy Americans are ensuring their children start life with a high credit score. nextbigideaclub.com) Five types of wealth you should actually shoot for.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Trade Brains

JUNE 26, 2025

lakh crore in FY24, marking a 174% rise since FY15, driven by the Make in India initiative and a massive 169 percent jump in defence budget spending to Rs 6.81 As NATO nations increase purchasing budgets, new export opportunities will arise for companies like Sika Interplant, Data Patterns, Zen Technologies, and others.

Budgeting 64

Budgeting Manufacturing Investment Advisor Consulting 64

Nerd's Eye View

MARCH 6, 2025

The advisor may be surprised by how understanding many long-standing clients will be – but for clients who are unable or unwilling to adjust, the advisor may need to guide them to a firm that better fits their budget.

Clients 175

Clients Ethics Financial Advice Budgeting 175

Wealth Management

JANUARY 12, 2023

Underfunding the Internal Revenue Service allows scofflaws to go unpunished and will only increase the US budget deficit.

Budgeting 246

Budgeting 246

Wealth Management

AUGUST 10, 2023

A new analysis has calculated the potential reduction in payouts if politicians are unable to address the looming budget shortfall.

Budgeting 245

Budgeting 245

Abnormal Returns

OCTOBER 17, 2024

It is as much a ritual of self-stratification as it is a practical operation about budgets and commutes." (nytimes.com) Katie Gatti Tassin, "Looking for a place to live forces you to locate yourself somewhere on this socioeconomic spectrum. moneywithkatie.com) OnlyFans is booming. What are users actually getting?

Communication 278

Communication Budgeting 278

Abnormal Returns

JULY 9, 2024

kitces.com) How budget deficits affect Treasury yields. (mrzepczynski.blogspot.com) Japanese stocks trade at a discount to U.S. alphaarchitect.com) When trend following, trade more markets. mrzepczynski.blogspot.com) A closer look at quality factor ETFs. klementoninvesting.substack.com) People underestimate their emergency savings needs.

Budgeting 264

Budgeting Media Assets Marketing 264

Calculated Risk

NOVEMBER 17, 2022

Fewer newly listed homes would normally cause a decline in inventory, but buyers have retreated from the housing market as higher and more uncertain costs make it difficult to ascertain purchasing power and set a budget. • New listings–a measure of sellers putting homes up for sale–were again down, dropping 18% from one year ago.

Sales 362

Sales Budgeting Marketing Marketing 362

Calculated Risk

SEPTEMBER 8, 2023

Next week, August CPI, retail sales, PPI, import and export prices, industrial production and monthly budget statement will affect our GDP tracking [Sept 8th estimate] emphasis added From Goldman: July goods exports were stronger than our previous assumption, and we boosted our Q3 GDP tracking estimate by 0.2pp to +3.1% (qoq ar).

Budgeting 311

Budgeting Retail Sales Economics 311

Mish Talk

DECEMBER 7, 2022

It will add to inflation and bigger budgets. A: They will get much bigger budgets but will either ignore the climate targets or lie about meeting them. No, that isn't the Onion, I am quoting. It's the Wall Street Journal. Well, that's OK. Who doesn't want that? Yes, the Pentagon loves it. Astute observation. Like these reports?

Nonprofit 287

Nonprofit Budgeting Pharmaceutical Manufacturing 287

Abnormal Returns

JULY 6, 2025

axios.com) Food banks are on the front lines of coming budget cuts. (netinterest.co) ETFs are growing, even in areas where they shouldn't. barrons.com) Food Even before the SNAP cuts, more Americans were going hungry. politico.com) Crime and punishment Why wearing a mask is dangerous for ICE officers. slate.com) So much for fighting MS-13.

Marketing 162

Marketing Marketing Food Recruitment 162

Advisor Perspectives

MAY 28, 2025

Proposed tax-cut extensions and higher debt costs could amplify fiscal concern.

Budgeting 52

Budgeting Taxes 52