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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Read More.

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Government Spending Is Out of Control! LOL

The Big Picture

Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm. Both the Wall St.

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Inflation Expectations: A Dubious Survey

The Big Picture

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

How the holiday season presents an opportunity to have important money-related conversations with family members. Why being present during gatherings with friends and family members can be the best gift of all during the holiday season. How ‘regifting’ can help save money and reduce waste.

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How To Budget: Budgeting Methods And Budget Categories

Clever Girl Finance

Love it or hate it, if you want to be financially successful, you need to budget your money and understand budget categories. Getting your finances in order and building wealth takes planning, and your budget can help you do just that. Determine which budgeting methods will work for you 2. Table of contents 1.

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The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%. Read More.

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How To Create A Family Budget That Works For Your Family

Clever Girl Finance

In personal finance, where income, expenses, dreams, and aspirations converge, the budget emerges as a crucial tool. It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Table of contents What is a family budget? What is a family budget?