Weekend Reading For Financial Planners (June 14–15)
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%
This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
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%
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.” Both the Wall St.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Your Accounting Expertise Will Only Get You So Far: What Really Matters
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. freakonomics.com) Laurence Kotlikoff talks with Prof. Richard Berner about the evisceration of financial oversight.
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.
Clever Girl Finance
APRIL 11, 2025
The number shocked me. Shifting to budget-friendly meal planning I started packing snacks and easy meals before we left the house. I gave myself a realistic fast food budget, so when we do eat out, its intentional. Grocery shopping while hungry My grocery bill was a sneaky budget killer for me. But the good news?
Your Richest Life
NOVEMBER 12, 2024
The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. But holiday spending is still a struggle for most people, with seven in 10 people reporting that they usually go over budget on their holiday expenses. That doesn’t have to be your story, however.
Clever Girl Finance
FEBRUARY 11, 2025
In a low-buy year, you might allow yourself a $100 clothing budget for the year or one new item per season. Likewise, if you have your credit card number memorized, cut it up and ask for a new one. Seeing those numbers grow will keep you motivated. What Is The 70-20-10 Budget?
Clever Girl Finance
JANUARY 10, 2025
Your money values influence the decisions you make about budgeting, saving, investing, and even giving. That realization encouraged me to create a fun fund in my budget , so I could treat myself to experiences without guilt. Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account.
Clever Girl Finance
FEBRUARY 11, 2025
Follow your existing budget : Stick to your pre-planned necessities and nothing extra. It’s a good idea to buy personal hygiene items in advance of your no spend month so you can reduce the number of essentials you need to get beforehand. What Is The 70-20-10 Budget? You may even inspire them to join you!
The Big Picture
MARCH 10, 2025
My sister grew up a little more comfortable, middle income and the youngest, my brother, was solidly upper-middle class.
The Big Picture
JANUARY 15, 2025
Ted Seides : It’s changing a lot to move to smaller numbers. Those are big numbers. Ted Seides : It’s entirely a function of, let’s say, a liquidity budget. All right, so when investors interested in alts, How much capital do they need before they can start seriously looking at the space?
Diamond Consultants
MAY 27, 2025
Here are four benefits of scale: More Capital, More Investment Larger firms have bigger budgets to invest in technology, platforms, and talent. Here are three counterarguments to scale for advisors to consider: Big Can Feel Impersonal For advisors, working at a massive firm can sometimes feel like being just another number.
Midstream Marketing
DECEMBER 6, 2024
Check important numbers like bounce rate, time on site, and conversion rates. Measuring Email Success for RIAs Check your email marketing numbers regularly. Email marketing software : Pick an email marketing service that works for you and fits your budget. For example, you can use tools like Google Analytics.
The Big Picture
JULY 16, 2025
Yeah, I think it, it’s helpful to get very granular about the budgeting, and I don’t mean you know that you’re nickel and dimming yourself and looking at every line item, but if you have, say, a big family trip planned in year two of your retirement, spend some time figuring out what the implications will be.
Inside Information
JANUARY 31, 2025
But a number of readers got back to me with a reality check. Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was.
Clever Girl Finance
JUNE 22, 2025
What changed the game for me wasn’t just budgeting harder or cutting out all my fun—it was being intentional with how I handled my paycheck the moment it hit my account. Tune up your budget 5. How often should I update my budget? Your budget should reflect your whole life, including joy. Table of contents 1.
Midstream Marketing
OCTOBER 31, 2024
These experts create plans that work within small budgets. Measuring how well your marketing strategies work means looking at important numbers. If financial brands check these numbers regularly, they can better understand how the consultant’s work affects their business. They relate to your business goals.
Midstream Marketing
OCTOBER 29, 2024
They help you work better and use your advertising budget wisely. If you are doing advertising for the first time, it is smart to begin with a small budget. Start by using a small budget. This helps you make smart use of your budget and reach the right audience. This helps you manage your budget better.
Carson Wealth
JULY 16, 2025
Investors watch GDP growth closely since shrinking numbers can signal recessions, while strong growth may boost corporate profits and stock prices. Primary deficit: A measure of a government’s budget shortfall excluding interest payments on existing debt. It’s the ultimate scorecard for economic health.
Midstream Marketing
NOVEMBER 7, 2024
By watching key performance numbers, you can find areas to improve and see where you succeed. You need to check numbers like click-through rates, conversion rates, and cost-per-click. These numbers help you see if your ads are working. Picking the best keywords and good ad messages lets you use your budget wisely.
Midstream Marketing
NOVEMBER 8, 2024
With PPC, you control your budget and can check how your ads are performing in real time. To understand how well lead generation is performing, we need to keep an eye on some important numbers. It also makes your financial advisor firm appear in search results. This makes it a good way for lead generation.
Clever Girl Finance
APRIL 22, 2025
These are businesses that meet everyday needs, provide essential services, or deliver comfort and value when people are tightening their budgets. While it can be difficult for parents to pay for things like daycare costs when budgets get tight , it’s still a necessity for many families, especially when both parents work.
Your Richest Life
MAY 20, 2025
Its common for people to start avoiding their account balances or credit card statements during tough times, but getting clear on the numbers can help you feel more in control. You Need a Budget and Monarch Money are a couple that I recommend. There are plenty of apps that can help you track your accounts and spending, too.
Midstream Marketing
JANUARY 24, 2025
Like any other business or professional service, financial advisors’ number one priority has become having a strong online presence. Lower Upfront Costs : The use of pre-existing templates reduces initial expenses, making it a cost-effective option for those who are budget-conscious.
Midstream Marketing
NOVEMBER 5, 2024
You can set clear goals, like boosting the traffic to your website from social media by a certain number, getting a set amount of leads, or increasing your followers within a specific time. Reach Indicates the number of unique users who see your content. There are several third-party analytics tools available.
The Big Picture
MAY 20, 2025
In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.
Trade Brains
JULY 8, 2025
the Kotak Myntra had a lesser number of users, hence the banks plan on shifting to a universal and more lifestyle-based approach. Budgeting: To maximize value, strategize around general purchases, fuel expenses within ₹4,000/month, and milestone targets.
Carson Wealth
NOVEMBER 18, 2024
It probably sounds bonkers to say inflation has normalized when these numbers are clearly above the Fed’s target of 2%. Housing is in fact a big portion of a household’s budget. Core CPI (excluding food and energy), which is typically used as a gauge for underlying inflationary pressure by the Fed, rose 0.3% last month and is up 3.3%
Harness Wealth
MARCH 27, 2025
While PTET offers clear potential benefits, it also has a number of disadvantages that small business owners need to consider carefully. Without judicious budgeting, businesses risk liquidity problems, which then hinders their ability to meet operational expenses. What are the disadvantages of PTET for small business owners?
Workable Wealth
OCTOBER 14, 2020
But this number isn’t from lack of trying. This is especially true for women. A Randstad survey found 60% of women have never negotiated their salary with an employer and would rather look for employment elsewhere. However, only 72% of women who ask for a raise get one, compared to 82% of men.
Trade Brains
JUNE 30, 2025
Knowing your monthly EMI beforehand allows you to plan your budget and repayment strategy effectively. Budget Planning : Understand your monthly financial commitment to plan your expenses accordingly. These combined costs can be substantial, and currency fluctuations may further impact your cash flow.
Yardley Wealth Management
JULY 22, 2025
Beyond Salary: Understanding Your Total Compensation Compensation is more than just a number on a paycheck. Research shows that only 44% of workers negotiate, despite evidence that most employers expect workers to negotiate their compensation package and typically prepare their budgets for a bit of back-and-forth.
Trade Brains
JUNE 23, 2025
SBI Card, among the largest credit card issuers in India, is making a number of significant changes effective July 15, 2025. Effect: If you normally only pay MAD be prepared to see a much larger number in your monthly statement. This has the potential to help repayment discipline, but also constrict the monthly finances of some users.
WiserAdvisor
JUNE 11, 2025
A number of changes have been proposed and implemented since President Donald Trump returned to office. Still, while your 401(k) may benefit from long-term investing, your monthly budget could feel the impact of tariffs right now. According to research from the Yale University Budget Lab, the average U.S. are raising prices.
Carson Wealth
DECEMBER 10, 2024
Establish a Budget and Schedule for Giving One of your first tasks is to determine how much you are comfortable giving. Or maybe boost their publicity budget to attract more donors? A foundation can be passed down from generation to generation and involves any number of family members. Fund a specific event or project?
Carson Wealth
MARCH 7, 2025
The Budget Lab at Yale University estimates larger prices increases on items like computers and electronics (+10.6%), apparel (+7.5%), autos (+6.1%), fresh produce like fruits and vegetables (+2.9%), and wood products (+2.9%). The impact on prices is also going to vary depending on the type of product.
Bell Investment Advisors
JUNE 27, 2025
There was a lot of talk back and forth with diplomacy as the number one focus leading up to that. And since it’s a fast-moving topic and situation, it appears that number three right now is essentially what is happening, which is a return to the negotiating table, both Iran, the U.S., And unfortunately, that was done.
FMG
MAY 19, 2025
Free budget guide below! If numbers are low, revise your CTA or wording. You can create highlight cover images with tools like Canva. Examples of Winning Bios Retirement Ready? I help teachers plan their future Book a call Gen Z Money Coach Helping students crush debt & grow wealth. DM to schedule a free consult.”
The Big Picture
MAY 27, 2025
So, so those numbers are astonishing. And there was a number that were actually in that business. You know, and, and, and so we expanded into a number of different other businesses. And, you know, we can’t agree on a budget for 20 months. I mean, it was the number one diet in America, right?
Steve Sanduski
JANUARY 7, 2025
Quotes: David Newson on starting with your numbers and your target audience: “We have to start with the numbers. And before we even talk about strategy, we actually need to understand what the numbers are. Many times in marketing we talk too quickly about tactics before we even talk about strategy.
WiserAdvisor
JUNE 26, 2025
The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. Over time, that gap compounds, and so does the risk to your budget. And if you don’t have a supplemental plan, they could derail your budget quickly. For a woman, the estimate climbs to about $320,000.
WiserAdvisor
JULY 4, 2025
The numbers you saw on your 2024 return probably will not be the same in 2025. You must meet all of the following conditions to be eligible for the EITC in 2025: You must have a valid Social Security number You must be a U.S. Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation?
Trade Brains
JUNE 26, 2025
Through the development of budget hotels, carefully thought-out travel packages, commercial promotion, information exchange, and communication with global reservation systems, it also makes a substantial contribution to the expansion of both domestic and international travel. At 10,343.48, the Shenzhen Index dropped -50.25 points, or -0.48%.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content